Bennett Steinfurth, FPQP®

Associate Financial Planner

Phone: 614.326.3077

 

 

Bennett Steinfurth became a member of the “Managing to Be Wealthy” team in the summer of 2019 after his freshman year of college as an intern. After working as an intern over the summers and during the school year, he graduated in 2022 from Miami University with a Bachelor of Science in Economics. As a designated Financial Paraplanner Qualified Professional™, FPQP and Associate Planner, Bennett is an integral part of the planner team, assisting in the financial planning client process.

Bennett grew to realize the impact he could make on the financial lives of clients by helping them reach their financial goals and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.