Steve Eisner joined Life Planning Group in October of 2017 as our Hauppauge office’s Managing Associate. Steve is responsible for the growth and development of our Hauppauge office and the team of advisors that work from that location.
Steve has over 20 years’ experience in the financial services industry and has spent his career with Mutual of Omaha. He has held many roles in that organization including advisor, district sales manager and most recently assistant general manager. His responsibilities included recruiting, training, field leadership, both agent and sales manager development in addition to implementing agency systems and processes.
Steve currently holds his Life, Accident and Health Insurance licenses as well as his Series 6, 63 and 26 securities registrations. He has also received the Chartered Leadership Fellow (CLF®) designation from the American College. In addition to multiple GAMA International Career Development and Frontline Leader Awards*, Steve is also a certified instructor for the Hoopis Performance Network.
Steve currently resides on the south shore of Long Island with wife Maria and his two children, Samantha and Bradley. His hobbies include marathon running, classic car restoration and spending time with his family and friends.
Steve Eisner is a Registered Representative of HTK.
*The requirements of winning these awards do not evaluate the quality of services provided and is not indicative of the applicant’s future performance.