Steinberg & Pembroke Tax-Integrated Financial Planning (operating through SEC-registered fiduciary Cetera Investment Advisers LLC, CRD #105644, SEC File #801-43268, in co-located tax collaboration with William G. Pembroke, CPA, P.A.) is a tax-focused retirement planning and wealth management practice located on South U.S. Highway 1 in East Port St. Lucie, Florida. Led by Certified Financial Planner™ and Chartered Financial Consultant® Jeffrey Steinberg, CFP®, ChFC® (CRD #2610793, advising Florida retirees since 1995), the practice integrates CPA tax preparation and multi-year tax projection directly with fiduciary investment management, Roth conversion bracket engineering, Medicare IRMAA surcharge reduction, Florida Homestead residency transitions, and long-term care asset protection for seniors in Savannah Club, Spanish Lakes, Ballantrae, and Sandpiper Bay.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Cetera Investment Advisers LLC); SEC IAPD Individual Profile — Jeffrey Steinberg, CFP®, ChFC® (CRD #2610793); FINRA BrokerCheck — Jeffrey Steinberg (CRD #2610793)
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-43268; fiduciary advisory services offered through Cetera Investment Advisers LLC (CRD #105644) and Avantax Planning Partners, Inc. (CRD #106595, SEC File #801-56372) at 8517 S. U.S. Highway 1, Port St. Lucie, FL 34952.
Issuer: CFP Board / The American College of Financial Services / SEC
Notes: Led by Jeffrey Steinberg, CFP®, ChFC® (CRD #2610793), operating in co-located CPA tax partnership with William G. Pembroke, CPA, P.A. in East Port St. Lucie.
Factual details and direct answers about Steinberg & Pembroke Tax-Integrated Financial Planning (Cetera Investment Advisers)'s services, licensing, and credentials.
What credentials does financial planner Jeffrey Steinberg hold in East Port St. Lucie?
Jeffrey Steinberg (CRD #2610793) holds both the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations and is an active Investment Adviser Representative with SEC-registered Cetera Investment Advisers LLC (CRD #105644, SEC File #801-43268).
How does CPA-integrated financial planning benefit retirees in Savannah Club and Spanish Lakes?
By pairing CFP® and ChFC® retirement portfolio management with on-site CPA tax planning at 8517 S. U.S. Highway 1, the practice helps East Port St. Lucie retirees structure IRA withdrawals, Roth conversions, capital gains, and Social Security benefits to minimize federal income taxes and avoid Medicare IRMAA premium surcharges.
Where is the Steinberg & Pembroke office located on U.S. Highway 1?
The office is located on the east side of Port St. Lucie near Savannah Club and Lennard Road at 8517 South U.S. Highway 1, Port St. Lucie, Florida 34952.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.