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. Jeff upholds the highest standards of excellence as a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary™, two of the most respected designations in our industry. He holds state specific industry licenses, including securities registration as a representative with Raymond James Financial Services and insurance licenses from many states. 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. Re-qualification is not required.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
