Peter Steger is a ChFC® credentialed financial advisor with 43 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2019. His prior experience includes eight years at Cambridge Investment Research Advisors, Inc. He is active in various non-investment roles, including serving as president and board member of the Kappa Kappa Sigma Chi House Corporation and volunteering as a baseball coach at Loyola Academy. Steger also leads The Efficient Edge, a company focused on actuarial strategies for life insurance and holds a business development role specializing in life insurance products through International Legacy Solutions. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to a broad client base, including individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance while conducting due diligence and monitoring of third-party managers and sub-advisors.