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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
WA Insurance License 164071
CA Insurance License 4220406
Education:
CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
Bachelor of Arts in Economics, University of Washington, Seattle, WA
Associations:
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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