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Mark Stein

Co-Owner, Principal

Galvin, Gaustad & Stein LLC

United States, Arizona, Scottsdale

About Me

Mark P. Stein is a long time Chartered Life Underwriter®, CERTIFIED FINANCIAL PLANNERTM professional and Registered Investment Advisor. Prior to the formation of Galvin, Gaustad & Stein, LLC, Mr. Stein was President of AeGIS Financial Group, Inc. for 18 years. Mark has been on the Arizona Family College Savings Program Oversight Committee (Arizona’s 529 Plan) for the previous 12 years and is past President of the Greater Phoenix Financial Planning Association. He has written articles and spoken on various financial topics and hosted a financial planning radio program for 10 years. Mark was named one of Barron’s top advisors for 2019, 2020 and 2021.

Profile Information

Co-Owner, Principal

Galvin, Gaustad & Stein LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

May 16, 2024

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