"In serving our clients, we shall, in the light of all circumstances, recommend that course of action or provide that service which, had we been in the same situation, we would have applied to ourselves."
CHRISTOPHER N. STEIN, CFP®National Association of Insurance & Financial Advisors
Investment Advisor Representative*
CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
Bachelor of Arts in Economics, University of Washington, Seattle, WA
St. Elizabeth Ann Seton Church
The Phi Kappa Tau Fraternity, Inc.
Financial Services Institute
Born in Calgary, Alberta, Canada. Now residing in Seattle, WA, with wife and two kids. Financial services focus since 1998.
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*Securities and investment advisory services offered through Voya Financial Advisors, Member SIPC
Stein Financial Services is not a subsidiary of nor controlled by Voya Financial Advisors.