Steven S. Zeiger

Steven S. Zeiger has a long history of working in the financial services industry. Steven S. began their career in 2000 as the Marketing Vice President at Corporate Compensation Plans in Danbury, Connecticut. In 2006, they moved to Private Client Group, LLC as a Senior Partner, where they worked with CPAs to help their high net worth and ultra-high net worth clients with asset accumulation, tax efficient investing, income tax and estate tax minimization strategies. In 2011, they joined NFP as a Managing Director, where they specialized in the strategic use of life insurance for income tax, estate tax and multi-generational planning. In 2014, they joined M Financial Group as the Managing Director of New Business Development at WaxmanLawson Financial, where they worked with ultra-affluent clientele to help them achieve their goals of increasing after-tax returns, asset protection, charitable planning and estate conservation. In 2015, they joined NAEPC as a member of their Speakers Bureau, where they promoted excellence in estate planning. In 2019, they joined KB Financial Companies, LLC as the Managing Director, where they helped high net worth families, entrepreneurs and executives reach their goals and experience a superior outcome.

Steven S. Zeiger completed a Bachelor of Science in Finance from the University at Albany, SUNY in 1986, with a minor in Psychology and Sociology. Steven S. then attended The Wharton School from 1990 to 1992, earning a CEBS in Finance, Insurance, and Investments.