Bio: Steven Sirot


Steven Sirot

Steven has over 20 years of experience as a trusted advisor for his clients on how to best plan financially to achieve their goals. He utilizes a holistic approach which coordinates the many different financial choices people make to create efficiencies which then help to maximize opportunities.  A leader as an Insurance producer, he earned Top of the Table status as a lifetime member of the Million Dollar Round Table recognized as the most respected organization in the industry.  He is also Board President of the NCAG, the leading national college advisory organization which focuses on the academic and financial factors in college.

In working with clients, he recognized the unique challenges families with college bound students face, and developed the expertise, tools, and resources needed to support them through the entire college planning process.  Steven proudly co-founded CBRG in 2008 and has had the privilege of helping well over one thousand families discover what is possible when things are done right.

He is happily married to Beth, his wife of 26 years. They are proud parents of three amazing children.  Jay graduated from Cornell University with a degree in Industrial and Labor Relations and works for Gartner as a research analyst, Jill attends Syracuse University, Class of 2023 and Sydney attends Cornell University, Class of 2023.

Steven loves to ski, going to concerts, and playing his electronic drum kit (which can be played through headphones and he believes has contributed to his successful marriage).