Justin Steil, CIMA, CRPS
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Experience

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Justin Steil, CIMA, CRPS

First Vice President–Wealth Management

Chartered Retirement Plans Specialist℠

My focuses is on wealth management for time challenged professionals and consulting to corporate retirement plans as one of the firms specialized Senior Retirement Plan Consultants.

I am FINRA registered and hold Series 7 and 66 securities licenses as well as life and health insurance licenses.  I have earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. 

I hold the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.  The CIMA® certification is focused investment management analysis, portfolio theory and behavioral finance, portfolio construction and risk management and application of the investment consulting process.      

In my spare time I enjoy golfing, sailing the Harbor 20s at the Sail Nauticus Center and watching English Premier League soccer - Liverpool!  My wife and I live in the Larchmont area of Norfolk with our Jack Russell Terrier, Oliver, that is a registered therapy dog. 

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • MD
  • MI
  • NC
  • NY
  • SC
  • TX
  • VA

Justin Steil, CIMA, CRPS

Education

  • James Madison University, BS Biology: 2004

Credentials

  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
  • Senior Retirement Plan Consultant
  • Certified Investment Management Analyst®

Justin Steil, CIMA, CRPS

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement Plan consulting
401(k) plan services
Cash management
Financial planning
Retirement planning
Asset allocation
Business owners

Justin Steil, CIMA, CRPS

440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

Justin Steil, CIMA, CRPS

First Vice President–Wealth Management

Chartered Retirement Plans Specialist℠

My focuses is on wealth management for time challenged professionals and consulting to corporate retirement plans as one of the firms specialized Senior Retirement Plan Consultants.

I am FINRA registered and hold Series 7 and 66 securities licenses as well as life and health insurance licenses.  I have earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. 

I hold the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.  The CIMA® certification is focused investment management analysis, portfolio theory and behavioral finance, portfolio construction and risk management and application of the investment consulting process.      

In my spare time I enjoy golfing, sailing the Harbor 20s at the Sail Nauticus Center and watching English Premier League soccer - Liverpool!  My wife and I live in the Larchmont area of Norfolk with our Jack Russell Terrier, Oliver, that is a registered therapy dog. 

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • MD
  • MI
  • NC
  • NY
  • SC
  • TX
  • VA

Education

  • James Madison University, BS Biology: 2004

Credentials

  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
  • Senior Retirement Plan Consultant
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement Plan consulting
401(k) plan services
Cash management
Financial planning
Retirement planning
Asset allocation
Business owners
440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

justin.steil@ubs.com
Justin Steil, CIMA, CRPS
440 Monticello Ave,Norfolk,VA,23510

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