Melissa & Josh Stein founded Stein Wealth Advisors, LLC, after working successfully as a financial advisor for a major financial services firm in the Pittsburgh, PA, area. Their ability to earn the trust and respect of numerous clients and colleagues has been notably recognized. Josh and Melissa are Series 7 and Series 66 registered through LPLFinancial and is a Pennsylvania Insurance Licensee. Th
ey are also a Chartered Retirement Planning Counselor (CRPC®) and a Certified Financial Planner (CFP®). To achieve the CFP® certification Melissa passed the comprehensive and rigorous CFP® Certification Examination. The CFP® certification process, administered by the CFP Board and outlined above, identifies to the public those individuals who have passed rigorous examinations, have met professional standards and have pledged and agreed to adhere to principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. She was approved by the CFP Board’s Fitness Standards for Candidates and Registrants, and they pledged to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct and Financial Planning Practice Standards. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org
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