Larry Stein
Company: Disciplined Investment Management
Area of Expertise: Investing, managing risk, financial planning, retirement income planning
Website: www.disciplined-investment.com
Books: "Peace of Mind Investing, (Chicago House Publishing, 2012), Value Investing (John Wiley & Sons, 1987)
Topics Presented in Speeches: Investment strategy, financial planning, retirement, planning for divorced and widowed women
Email: larry@disciplined-investment.com
Biography: Larry Stein, CEO of Disciplined Investment Management, is the author of two books, "Peace of Mind Investing" (Chicago House Publishing, 2012) and "Value Investing" (John Wiley & Sons, 1987).
A contributor to the RetireMentor column in MarketWatch, Stein is frequently in the media for his views on investing and retirement issues. His columns in MarketWatch are often listed among the "Most Popular in Retirement."
Stein is a CPA, a certified financial planner (CFP) and a qualified plan financial consultant (QPFC). In 2014, Larry was named Chicago Ambassador to the national CFP Board.
Larry Stein is the founder and CEO of Disciplined Investment Management. He is also an ambassador to the CFP Board and author of “Peace of Mind Investing” (Chicago House Publishing, 2012).
Recent Articles
Why Your Financial Adviser Should Be a Fiduciary
AAII JOURNAL ● FINANCIAL PLANNING,ADVISERS ● November 2015