Stu Steinberg, CFP, CPA, MBA

LPL Investment Advisor Representative

At Eaglerock Financial, we help our clients map out and navigate every aspect of their personal finances. Our goal is to help our clients create stability and independence, and for this we provide the most personal service available. We have a reputation for excellence in our industry, one that we have earned over the years. We are proud of this reputation and we are passionate about what we do.

With more than 20 years of experience in the financial services industry, Stu Steinberg brings a wealth of perspective and credentials to his work. Stu founded Eaglerock Financial to help provide financial strategies to individuals, families, and small businesses. He is passionate about empowering his clients by educating them about their financial lives. Stu is highly energetic and brings a sense of optimism, creative problem-solving, and a deep level of commitment to every Eaglerock client.

Stu received a B.A. in economics from Union College in 1988. He graduated from Suffolk University’s Executive MBA program in 1991. He is a Registered Representative and an Investment Advisor Representative (6, 7, 63) through LPL Financial in the states of CA, CT, FL, MA, MD, ME, NH, NJ, NY and RI. Stu is also a Certified Public Accountant (MA License #23037).

Stu is active in the Newburyport Chamber of Commerce and regularly provides financial commentary on WNBP FM 106.1. He is a member of the Financial Services Institute.

Stu lives in Newburyport, Massachusetts with his wife, Kristine, and their three children.