Robert Steinberg
- Blue Chip Estate Planning, PLLC – Partner
- JD, CPA, CFP®
Accreditations
JD | CFA® | CFP®
Contact
About Robert
Robert is a Partner at Blue Chip Estate Planning and the Founder and CEO of Blue Chip Partners. He is an attorney (JD), Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ professional.
He is the visionary of the firm and also leads the team’s hiring efforts, taking special care to make sure that each new employee is a match for our positive culture.
Robert began his career specializing in tax preparation and planning at Deloitte and went on to practice as an estate-planning attorney for Honigman, Detroit’s largest law firm. Robert’s rare combination of tax, legal, and over 35 years of planning and investment management experience is extremely valuable in advising clients and building an exceptional team.
Robert graduated with a BA in accounting from Michigan State University and is an honors graduate of the University of Michigan Law School.
Robert enjoys golf, the Detroit Lions resurgence, exercising, and spending time with his wife, two daughters, and granddaughter.
Memberships:
- State Bar of Michigan Probate and Estates and Elder Law Sections
Recognitions:
- Ranked #18 in Michigan – Best-in-State Wealth Advisors for 2024 by Forbes and SHOOK Research. Click here to view the full methodology used for ranking.
Admissions:
- State of Michigan
