Kevin Stein Clu®, Chfc®, Cfp® Email and Phone Number
Kevin Stein Clu®, Chfc®, Cfp® work email
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Kevin Stein Clu®, Chfc®, Cfp® personal email
Kevin Stein Clu®, Chfc®, Cfp® phone numbers
Kevin Stein is a Partner in The Midtown Financial Group, and brings over 20 years of experience to his engagement with clients on a variety of topics from personal insurance planning, business succession planning and asset management, operating in a fiduciary capacity. Kevin’s particular focus is on the needs of the closely held business owner, advising them on becoming financially independent from their business, and helping them understand how to best leverage the concentrated assets they hold in the form of business interests, and often, real estate.Kevin holds the designations of CERTIFIED FINANCIAL PLANNER™ Professional certification, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and his Series 6, 7, 63, 66 & 26 securities licenses.For additional information, visit our website below.
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Private Wealth Advisor And Founder, CeoBlue Column Capital Nov 2023 - PresentAt Blue Column Capital, our mission is to foster lasting financial independence and instill the confidence needed to truly enjoy it.Think of us as the strategic quarterback who can integrate the key components of your financial life, identifying the broader themes that other advisors might overlook, expertly orchestrating your plan. You deserve superior guidance, and we aim to be your practical, proactive, and principled partner in providing it.Whether it be financial independence from your closely held business or a thriving career, we can help you achieve it and have fun along the way. Enjoying your wealth should fuel your ambitions, not constrain them. With our support, you can focus on enjoying your success while we ensure your financial future remains and secure.
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PartnerThe Midtown Financial Group Jan 2016 - Oct 2024Greater New York City Area
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The Midtown Financial Group - Director Of Business And Estate PlanningNorthwestern Mutual May 2002 - Oct 2024New York, NyKevin Stein helps individuals achieve a more secure future for themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time. Please let Kevin know how he might be able to help you realize your vision for the future.
Kevin Stein Clu®, Chfc®, Cfp® Skills
Kevin Stein Clu®, Chfc®, Cfp® Education Details
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Electrical Engineering
Frequently Asked Questions about Kevin Stein Clu®, Chfc®, Cfp®
What company does Kevin Stein Clu®, Chfc®, Cfp® work for?
Kevin Stein Clu®, Chfc®, Cfp® works for Blue Column Capital
What is Kevin Stein Clu®, Chfc®, Cfp®'s role at the current company?
Kevin Stein Clu®, Chfc®, Cfp®'s current role is Private Wealth Advisor and Founder, CEO.
What is Kevin Stein Clu®, Chfc®, Cfp®'s email address?
Kevin Stein Clu®, Chfc®, Cfp®'s email address is ke****@****mfn.com
What is Kevin Stein Clu®, Chfc®, Cfp®'s direct phone number?
Kevin Stein Clu®, Chfc®, Cfp®'s direct phone number is +160723*****
What schools did Kevin Stein Clu®, Chfc®, Cfp® attend?
Kevin Stein Clu®, Chfc®, Cfp® attended Binghamton University.
What skills is Kevin Stein Clu®, Chfc®, Cfp® known for?
Kevin Stein Clu®, Chfc®, Cfp® has skills like Estate Planning, Investments, Finance, Strategic Planning, Financial Planning, Financial Analysis.
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