Colin Steinberg specializes in executive compensation, tax-efficient retirement planning, and generational wealth transfer. He partners with both organizations and individual executives to design and implement strategies that align leadership goals with long-term financial efficiency.
Colin began his career advising high-net-worth individuals on wealth management and financial strategy. During that time, he earned the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations, reflecting his commitment to technical precision and holistic client care.
For the past six years, Colin has worked at the intersection of executive benefit design and advanced estate planning. His approach integrates income tax mitigation, premium financing, and private placement life insurance to support clients in complex financial environments.
Colin’s recent work includes restructuring the insurance program of a billion-dollar public relations firm—unlocking over $40 million in cash flow—guiding a private equity firm through a succession plan and retiree buyout, and designing a custom partner retention strategy that avoided diluting ownership through carried interest.