Larry Stein

With over a decade of experience, Larry learned long ago that there are no cookie cutter solutions. He believes everyone is unique and works to design personal, customized pension plans for each and every client he works with.

Above all else, Larry is an educator. As a former college instructor in both business and finance, he approaches his clients in much the same way – with the goal of informing them and helping them put together a long-term financial plan.

He has also led “train-the-trainer” courses in business and was a team facilitator for award-winning business teams both in the financial services industry and at NASA.

Larry is a graduate of the University of Chicago where he earned a Master’s in Business Administration (MBA). He is a Registered Investment Advisor and has earned the title of Enrolled Agent (EA) – a top certification awarded to professional tax preparers by the IRS.


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