Investment Advisor Representative
As an investment advisor representative specializing in retirement planning, David Stein provides his clients with end-to-end financial strategies and asset management services that leverage the money management services of Research Financial Strategies.
With more than 25 years of experience in the financial services industry, he worked with notable names such as Dean Witter Reynolds, Smith Barney and LPL Financial prior to joining RFS in 2012.
David earned his bachelor’s and master’s degrees from Michigan State University, and he earned his law degree from the University of Michigan. When he is not serving his clients, he enjoys traveling and is an avid sports fan and movie buff.