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Craig E. Steinhauer

Financial Advisor

P: 310 475 5854
F: 818 304 7146
E: csteinhauer@nwfadvisory.com

15821 Ventura Blvd. Suite 660,
Encino, CA 91436


Assistants:
Cinthya Salas
E: csalas@nwfadvisory.com
Janice Ponce
E: janiceponce@nwfadvisory.com


 

Craig has been a Financial Advisor with NWF Advisory since 1990 and is a senior member of a team of advisors with more than 50 years of combined financial planning experience of which nearly 40 years have been with NWF Advisory.

 

While a substantial portion of Craig’s clients are affluent business owners and professionals, Craig’s mission is to educate people from all economic backgrounds about the importance of financial literacy. Craig believes everyone has the ability to be successful if given the opportunity and is passionate about helping his clients attain their goals.
 

Craig and his Team have a diverse clientele with a special concentration of Physicians, Small Business Owners, Corporate Executives, Teachers, and Retirees. Craig and his Team believe it is critical to collaborate with client’s CPAs, Attorneys, and Business Managers to strategize on tax planning, estate planning, insurance, and investments on behalf of their mutual clients, and they do so regularly throughout the year.
 

Craig holds designations as a Personal Financial Planner from UCLA and a Life Underwriter Training Council Fellowship from The American College. Craig is a frequent guest speaker at many of the hospitals and businesses in Los Angeles on the topics of “Financial Planning for Physicians”, and “Keeping More of What You Earn.” He has also been quoted in several national and local publications including The Ventura Boulevard Magazine, LA Parent Magazine, and KRLA radio.
 

Craig’s credentials, philanthropies, and interests include:
 

• PFP, Personal Financial Planner, University of California Los Angeles
• LUTCF, Life Underwriter Training Council Fellowship, American College, Bryn Mawr, PA
• Series 6, 7, 63, and 65 Licenses
• Board Member and CFO at Congregation Or Ami, Calabasas CA
• Volunteer at St. Patrick’s Episcopalian Church, Thousand Oaks, CA
• Los Angeles Mission Volunteer
• Volunteer at New Directions for Youth, North Hollywood, CA

 

Craig is a native Californian and resides in Calabasas with his wife of nearly 25 years and their 2 children. He values family, fitness, and a healthy lifestyle, particularly enjoying cardio and weight training, golf (handicap too high to mention), and spending as much time with family
and 
friends as possible.

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The financial advisors at NWF Advisory offer securities through Royal Alliance Associates, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Some advisors of NWF offer investment advisory services through Royal Alliance Associates, Inc., a registered investment adviser. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. Many of the advisors at NWF Advisory are also investment advisor representatives of NWF Advisory Services, Inc., a Registered Investment Adviser. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

 

Royal Alliance Associates does not offer tax or legal services. Listed entities are not affiliated with Royal Alliance Associates, Inc.

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