About My Practice
I specialize in investment management and financial planning (including retirement planning). I have 22 published articles and speak to professional, consumer and government groups about 25 times per year. My quotes have appeared in the Wall Street Journal, Washington Post, Kiplinger’s and other magazines and newspapers. My website is www.ArthurSteinFinancial.com. My blog
contains many articles.
Please call or email me.
Experience
I have been a financial planner for more than 20 years. Prior to that, I ran the foreign aid program of the Government of Botswana, was the first full-time staff economist for the House Ways and Means Committee, taught economics at Murdoch University in Australia and ran my own business. I have a BA in Economics from Tulane University and an MA in International Economics from Johns Hopkins University.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
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,
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Amount of investment
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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