BIO ~ DAN STEIN
CFA, CFP® is a Branch Manager at Charles Schwab
Daniel Stein, CFA, CFP® is a Branch Manager at Charles Schwab, leading a team of more than 30 investment professionals serving clients in Tysons Corner and Alexandria, VA.
Since joining Schwab in 2006, he has held leadership roles across multiple markets from Washington State to Northern Virginia.
Dan holds a B.S. in Business Management from Arizona State University and maintains FINRA Series 7, 9, 10, 63, and 66 licenses.
He is a Certified Financial Planner professional, holds the Chartered Financial Analyst designation, and has completed the Wharton Securities Industry Institute program.
Dan is a regular contributor to Schwab’s Washington Wise podcast and is active in his community as a coach and volunteer with McLean Little League.
For more information, please visit: aboutschwab.com/national-investing-day
