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 Plan & Institutional Advisory Council (RIAC). 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.
*Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
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.