Brian Stein, MS, CFP®, is an experienced Financial Educator, Speaker, and Co-Author of the Amazon Best-Selling book, RETIRE LIKE A SHARK with Kevin Harrington, the original Shark on ABC’s smash hit and Emmy award-winning show, Shark Tank. You may have seen Brian in Wall Street Journal’s Market Watch, Yahoo Finance, Morningstar, Rocky Mountain News, and Colorado Real Estate Journal, among others. As President and Chief Wealth Strategist at Beacon Private Wealth Management, Brian created the “Spectrum of Liquidity,” to help clients close the gap between retail and institutional investing. Brian’s unique approach helps entrepreneurs, professionals, executives, and independent women retire with confidence.Brian completed undergraduate work at the University of Michigan where he studied accounting and played lacrosse. He also obtained a master’s degree in real estate from the University of Denver. His dedication to rigorous academic training enabled Brian to become both a Certified Public Accountant (non-practicing) and a CERTIFIED FINANCIAL PLANNER professional. It doesn’t take long with Brian to see why people trust their money and future to him. He is a warm, enthusiastic communicator who loves to share his financial wisdom and years of insights. Beacon's services include:- Custom Portfolio Construction- Risk Assessment & Mitigation- Comprehensive Planning- Business Succession Strategies- Estate/ Legacy Planning- Debt/Liability Optimization- Mergers & Acquisitions- Philanthropic ServicesProfessional Skills include: Financial Planning; Cash Flow Optimization; Risk management; Tax Efficient Investing; Generational Wealth Transfers; Business Successions; Asset Allocation; Private Equity; Hedge Funds; Real Estate Investments.DISCLOSURES:Retire Like a Shark debuted on Amazon on November 16, 2022. On November 18, 2022, the book reached #1 in a variety of categories including Wealth Management.Registered representative of and securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd NE, Suite 200, Cedar Rapids, Iowa 52411, member FINRA/SIPC. Beacon Private Wealth Management and NFGI are independent entities.Industry regulations prevent me from receiving endorsements and/or recommendations from others based on the service they have received and prevent me from posting any specific investment advice.For important disclosure information, please see “Social Media Disclosure” link in the Contact Info Section.
Listed skills include Leadership, Beacon, Cpa, Wealth Management, and 1 others.
