Jeff Stein has been a financial advisor for over 30 years with extensive experience in financial planning and retirement plans for businesses. He has broad experience in 401K retirement plans and is a member of the Raymond James Retirement Advisory Council. The majority of his client base is in or near retirement. Jeff is a CERTIFIED FINANCIAL PLANNER™ certificant and Accredited Investment Fiduciary™. He holds numerous industry licenses, including securities registration as a representative with Raymond James Financial Services and insurance licenses from many states. He is also Partnership Certified for Long Term Care Insurance for the state of CT. Jeff has expertise in 401(k) Plans, fee-based investment advisory services and retirement-based financial planning for individuals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.