Mark Stein, CFP® CLU®
GALVIN, GAUSTAD & STEIN, LLC | WEALTH MANAGEMENT | MARK P. STEIN, CFP® CLU® | PRINCIPAL, Principal
Mark Stein is a long time Chartered Life Underwriter, a CERTIFIED FINANCIAL PLANNERTM and Investment Advisor for high net worth clients around the world. Prior to the formation of Galvin, Gaustad & Stein, LLC, Mr. Stein was President of AeGIS Financial Group, Inc. for 18 years. Highly respected on the national scale, and having been in the financial planning profession for more than 40 years, he custom builds, implements and monitors the personal financial plans of the firm’s high net worth clients with custom created portfolios. Highly sought-after as a speaker for numerous accounting and consumer groups, he has written articles on various financial topics.