STEINBERGANNA invests in Clients & Community
Explore our wide range of solutions designed to help you reach your goals.
Our Mission
Building relationships in which people can trust you is the foundation of business……our business.
Who We Are
Daniel Steinberg
Partner
Daniel is Partner and co-founder of STEINBERGANNA Wealth Management Corporation, a financial services company. He has more than 34 years of experience in all aspects of investment management.
Daniel graduated from Bowdoin College and began his financial career with Gruntal & Company in 1991. He then joined Shearson Lehman (which later became Smith Barney) and partnered with a Senior Vice-President overseeing a team of ten. Daniel joined First Republic Group in 1995 as a principal and played an integral part with the founders in recruiting and managing an office of over 50 financial representatives.
Daniel provides a full scope of wealth management and life planning services for his clients. These include retirement income planning, estate preservation, development of investment portfolios, and asset protection. He also offers life, accident and health insurance.
Kenneth C. Anna
Partner
KC is Partner, and Co-Founder of STEINBERGANNA Wealth Management Corporation. The privately owned STEINBERGANNA Wealth Management Corp is a culmination of 34 years of investment management experience. KC received a BS in Finance from Marist College. He started his career in corporate finance with IBM Corporation and later specialized in investment management at Gruntal & Company in NYC. After managing investment strategies for 26 years, 9 years with First Republic Group LLC., KC moved his practice to Huntington Harbor.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Advisory services offered through STEINBERGANNA Wealth Management, a Registered Investment Advisor.