Steinberganna Wealth Management LLC

Daniel Steinberg is a financial advisor at Steinberganna Wealth Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Osaic Wealth, Inc. and American Portfolios. Steinberg is a 50% owner of Steinberg Anna Wealth Management Corp., a fixed insurance sales business unrelated to securities, and serves as a trustee for the Frederica Steinberg Trust. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans through discretionary portfolio management, retirement-plan participant education, and estate and trust administrative assistance. The firm manages approximately $496 million in client assets with a two-advisor team and employs both in-house management and third-party managers, primarily using Schwab for custody.

Kenneth Anna is a financial advisor with Steinberganna Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Steinberganna in 2025, he worked at OSAIC and American Portfolios. Outside of his advisory role, he serves as a volunteer EMT and officer with the Halesite Fire Department and is a board member of the Carleigh Mac Foundation. Steinberganna Wealth Management advises individuals, families, business entities, and retirement plans, offering discretionary portfolio management alongside retirement-plan education and estate and trust services. The firm manages approximately $496 million in client assets with a two-advisor team, utilizing fundamental research and third-party managers to tailor client portfolios.