About
Steven Zeiger serves as a Senior Director of Wealth Managment at KB Financial – a OneDigital company. His role is to educate organizations on the application of prudent investor guidelines to life insurance product selection and portfolio management. These guidelines are based on established and proven asset management doctrines such as benchmarking, analysis of cost, performance and risk, etc.. Steven helps fiduciaries guide their clients’ insurance decisions based on a prudent process for life insurance selection and retention.
Prior to joining KB Financial, Steven worked for an Austin, Texas firm specializing in Private Placement Life Insurance for ultra-high net worth families, overseeing marketing efforts for the Northeast. After graduating from the State University of New York at Albany School of Business with a BS in Business Administration and a concentration in Finance, Steven received his advanced Insurance degree from the Wharton School of Business. His California Insurance License is #0C33107.
Steven lives in Chappaqua, NY, with his wife and sons. He enjoys travel, tennis, skiing, and ping-pong with his family. He is on the Board of the Kidney Cancer Coalition.
Securities offered through M Holdings Securities, Inc. A registered Broker/Dealer, Member FINRA/SIPC
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
