Arthur Stein, III CFP<sup>&reg;</sup> - Financial Advisor

Arthur Stein, III CFP®

President

Arthur Stein Financial, LLC

6701 Democracy Blvd., Ste 300
Bethesda, MD 20817
FINANCIAL ADVISOR'S WEBSITE
(301) 377-9407

General

Arthur Stein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arthur Stein Financial, LLC in Bethesda, MD and the surrounding communities.

Financial Advisor Overview

I am a Certified Financial Planner® with 29 years of experience. Federal News Radio frequently interviews me about investing and financial planning for Federal employees and retirees including investing in the TSP.

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Financial Advisor Experience

Arthur has bee a CFP, investment manager and financial planner for more than 24 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: DC, FL, MD, NJ, PA, VA
  • Health/disability insurance: DC, FL, MD, NJ, PA, VA
  • Fixed annuities: DC, VA, MD, PA,

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Arthur and his firm are not affiliated with any broker dealer. As a Registered Investment Advisor, he must meet the fiduciary standard when managing investments or offering financial advice.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources