Peter Stein

I've always been passionate about personal finance. As soon as I started earning an income, I wanted to be intentional and efficient with how I was saving. As I quickly learned, there is a ton of information out there, and everyone has their own opinions on how to best save and invest, which further complicates the situation. My first foray into this business was a personal finance blog I began while I was a consultant with IBM. This blog was not revolutionary, but it focused on my suggestions for how to best allocate savings. I tried to boil down complex topics in a way that anyone could easily understand. Over time, more and more people began reading my blog, and I decided to make Financial Planning my full time job. 

My unique background has a huge influence on the work that I do. As a survivor of Leukemia after a two-and-a-half year bout in my childhood, I value putting proper protections in place for your plan to make sure you don't deplete your savings more quickly than expected, even in a worst-case scenario like my unexpected cancer diagnosis. I focus my practice on defensive planning, offensive planning, and wealth distribution planning. All of these areas must work together to address any successful long term plan. 

Outside of my professional endeavors, I am married to my wonderful wife Sasha. We currently live in New York City and love to ski, try new restaurants, and travel to Maine (my home state) as frequently as possible.