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Lane Steinberger, MBA, CFA®, CFP®

Wealth Manager, Partner
Lane serves as a Private Wealth Manager and Partner, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 25 years of experience in the financial services industry, Lane was with an independent investment advisory firm as a principal and senior wealth planner prior to joining Creative Planning. Lane has spent his entire career in the financial services industry, working in financial planning, banking and institutional money management, and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Lane earned a Bachelor of Arts degree in finance from North Carolina State University then went on to study international finance in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program. Lane is both a Chartered Financial Analyst®, as designated by the CFA Institute, and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards — a distinction shared by few advisors. He is a lifelong student and in 2016 earned his doctorate in business at Georgia State University with his dissertation titled, “Structural and Return Characteristics of Mid-Capitalization Firms: A Study Into the Myth Around the Superior Returns of Mid-Size Stocks.” Lane and his wife, Kelly, have two children and live outside Atlanta, Georgia. In his spare time, Lane enjoys running, hiking, traveling and spending time with his family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021