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Michael S

ChFC®, Series 63, Series 65

Baltimore, MD

Kestra Advisory

Michael Steinhardt is a financial advisor with Kestra Advisory in Baltimore, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Kestra Advisory since 2011. Steinhardt is also the owner and president of Clear Path Advisory and has authored a book. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and provides access to multiple management platforms and third-party managed solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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