Our Qualifications

"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®
Investment Advisor Representative


Education:

CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards

Bachelor of Arts in Economics, University of Washington, Seattle, WA



Associations:

  • National Association of Insurance & Financial Advisors
     
  • St. Elizabeth Ann Seton Church
     
  • The Phi Kappa Tau Fraternity, Inc.
     
  • Financial Services Institute

 


Personal:

Born in Calgary, Alberta, Canada.  Now residing in Seattle, WA, with wife and two kids.  Financial services focus since 1998. 


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