Boca Raton

Richard Steinberg

CFA®

Senior Wealth Advisor

5100 Town Center Cir, Tower Two, Suite 150
Boca Raton, FL 33486

Richard Steinberg

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Richard Steinberg

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Richard

Richard Steinberg has over 30 years of experience leading investment teams and developing customized investment strategies for private clients, corporations, foundations, retirement accounts, profit-sharing plans, and pension accounts. He also analyzes and explains the markets as well as the ever-changing economic and political landscape for clients and the media.

Richard co-founded Steinberg Global Asset Management, Ltd. in 1993 with his father, Norman Steinberg. The team they formed is reflective of their philosophy of consistency, experience, education, dedication, and excellence. It is these shared values that led them to merge with Focus Partners Wealth in May 2019.

Outside of the office, Richard serves as Assistant Secretary of the Jewish Federation of South Palm Beach County, sitting on both its Executive Committee and Board of Trustees. He also serves on the Board of Trustees for the Jacobson Jewish Community Foundation of South Palm Beach County and the Jewish Association for Residential Care (JARC). Additionally, he serves on the investment committee of Bnai Torah Congregation’s Foundation. Richard spends his free time devoted to his wife and two children and is an avid golfer and collector of fine wine.

Education and Professional Milestones

- Emory University Business School – bachelor’s degree in finance

-Completed supplementary coursework at University College at Oxford University, England

-Graduate of Harvard Business School’s Executive Education Program, Owner/President Management (OPM Class 54)

-Member of the CFA Society of South Florida® and the CFA Institute®