Full Name
Justin Steil, CIMA®, CRPS®
UBS Financial Services
Job Title
Senior Retirement Plan Consultant
Speaker Bio
Justin Steil is part of the specialized UBS Retirement Plan Consulting Group focused on advising to employer sponsored retirement plans. He focuses on improving employee retirement readiness and assisting plan sponsors with providing best in class retirement benefits. He is FINRA registered and hold Series 7 and 66 securities licenses. He earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals specialized in creating, implementing and maintaining corporate retirement benefit plans. He holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School. The certification is focused on investment manager analysis, portfolio theory, behavioral finance, portfolio construction, risk management and application of the investment consulting process.
Justin Steil, CIMA®, CRPS®