Steven Litner

Steven Litner, CLU®, ChFC®, is a seasoned professional with 35 years of experience in the financial services industry, focusing on a holistic approach to financial planning and wealth preservation for high net worth clients.

Specializing in business exit planning services, Steven assists clients in creating tax-efficient plans for exiting their businesses on their own terms.

With a background in CPA training from Deloitte & Touche, Steven holds prestigious designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College.

Active in industry organizations like the New York City Estate Planning Council, the Association of Advanced Life Underwriting, and the Society of Trust and Estate Practitioners, Steven stays abreast of the latest trends and innovations in financial planning.

Currently serving as the Managing Partner at Brix Partners, Steven has held key positions at KAP Planning and Livingston Financial Services in the past.

Having studied Business at SUNY Oswego, Steven is equipped with the knowledge and expertise to assist clients in navigating complex financial landscapes and achieving their financial objectives.