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SCOTT A. STEINER, CFP®

DIRECTOR OF FINANCIAL PLANNING

SCOTT A. STEINER, CFP®

About

Scott A. Steiner is the Director of Financial Planning at Beratung Advisors. As a CFP® professional, Scott is passionate about helping individuals and families develop comprehensive financial plans and implement strategies to pursue their personal and financial goals. He works closely with the Beratung team to enhance the overall client experience and ensure a thoughtful, collaborative planning process.

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  • Bachelor of Arts in Managerial Economics | Allegheny College
  • Executive Certificate in Financial Planning | Duquesne University
  • CERTIFIED FINANCIAL PLANNER®

Scott is passionate about financial planning and professional development and is actively involved in the Financial Planning Association (FPA), where he serves as Chair of the NexGen Committee. He is also committed to giving back to the community and has been a longtime volunteer with The Friendship Circle of Pittsburgh.

Scott is a lifelong Pittsburgh resident who currently resides in the Strip District. Outside of work, he enjoys traveling, trying new restaurants, spending time with family and friends, and cheering on Pittsburgh’s sports teams.

Busy Working Professional

  • 35-50 married with young children
  • Over $100k in household income
  • We don’t have the time to pay attention to our finances, can you help us?

Retirement Redzone

  • 50-65 married with young adult children
  • $1-3 million in investments
  • How do I switch from saving money to having my money produce an income to live on?

Our Team

Michael Sullivan, CFP®

Executive Vice President

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Christopher A. Dulovich, CFP®, AWMA®

Vice President

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Scott A. Steiner, CFP®

Director of Financial Planning

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Amanda Furer

First Impressions Coordinator

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Timothy J. Sparks, MBA

Chief Operating Officer

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Gregory A. Furer, CFP®, CKA®, CRPC®, CPFA

Chief Executive Officer

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