Broker Check
Brian Stein, MS, CFP®

Brian Stein, MS, CFP®

President and Chief Wealth Strategist

Brian is an experienced Financial Educator, Speaker, and Co-Author of the Amazon Best-Selling book1, RETIRE LIKE A SHARK with Kevin Harrington, the original Shark on ABC’s smash hit and Emmy award-winning show, Shark Tank.

You may have seen Brian in Wall Street Journal’s Market Watch, Yahoo Finance, Morningstar, Rocky Mountain News, and Colorado Real Estate Journal, among others.

As Founder and President of Beacon Private Wealth Management, and former advisor to corporations and institutions, Brian created the “Spectrum of Liquidity,” to help clients close the gap between retail and institutional investing. Brian’s unique approach helps entrepreneurs, professionals, executives, and independent women retire with confidence.

Brian completed undergraduate work at the University of Michigan where he studied accounting and played lacrosse. He also obtained a master’s degree in real estate from the University of Denver. His dedication to rigorous academic training enabled Brian to become both a Certified Public Accountant (non-practicing) and a CERTIFIED FINANCIAL PLANNERTM professional.

 It doesn’t take long with Brian to see why people trust their money and future to him. He is a warm, enthusiastic communicator who loves to share his financial wisdom and years of insights.

Brian and his wife, Amy value life experiences. Along with their two kids Colby, and Josie, they love to travel, ski, attend concerts and sports events, and support causes they care deeply about.

(1) Retire Like a Shark debuted on Amazon on November 16, 2022. On November 18, 2022, the book reached #1 in a variety of categories including Wealth Management.