Todd Steiner

Todd Steiner

Education

California State University, Northridge, BS Accounting.

Overview

Todd is a Consulting CFO for many of CLA's family office clients. He brings more than 35 years of experience, including 15 years with "Big 4" firms and 10 years as a CFO in the private sector. 

As a family office CFO, Todd has the tools and experience to navigate a wide range of family office scenarios. guiding clients through their complex financial structures, and taking the responsibility for those unique family office special projects.  Todd works with a Family's wealth management advisors, tax and estate planning advisors, bankers, real estate agents, and  to provide a seamless experience for our clients in their day-to-day finances through long-term planning. 

Upcoming speaking engagements

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Resources and event materials

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