Phone: 301-377-9407

About Arthur Stein, serving Bethesda, Potomac, Rockville and metro DC Areas

Arthur Stein, CFP®

6701 Democracy Blvd, Suite 300

Bethesda, MD 20817

Phone: 301-377-9407

Fax: 240-986-9578


Arthur Stein, is a Certified Financial Planner® with more than 23 years of experience in  investment management and financial planning. He has published 22 articles and frequently speaks to professional and consumer groups. Arthur is an Adjunct Professor at Montgomery College, where he teaches courses for adults about investing and financial planning.
Before launching his career in financial planning, Arthur operated the foreign aid program for the Government of Botswana and served as the first full-time staff economist for the Ways and Means Committee of the US House of Representatives. He also taught at Murdoch University, in Australia, and ran his own business. He earned a bachelors degree in economics at Tulane University and a master's degree in International Economics at Johns Hopkins University School of Advanced International Studies.

Advising the Washington, DC Metro Area

Arthur's clients are concentrated in the Washington, DC area, including Bethesda, Potomac, DC and Northern Virginia. Arthur is a member and former board member of the Financial Planning Association of the National Capital Area.

Family Life

When Arthur’s not in the office creating financial blueprints, he leads an active lifestyle with his family. He enjoys spending time with his wife, children and adorable granddaughter. You can find him trying to avoid sand traps, taking photographs and attending plays and movies. An avid traveler, he's always ready for a new adventure.

Arthur Stein Financial, LLC ("ASF") is a registered investment advisor ("RIA"), located in the State of Maryland. ASF provides investment advisory and related services for clients nationally. ASF will maintain all applicable registration and licenses as required by the various states in which ASF conducts business, as applicable. ASF renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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