Kevin Stein CLU®, ChFC®, CFP®
Login to view DISC.Kevin Stein is the Founder, CEO, and Private Wealth Advisor at Blue Column Capital, with over two decades of expertise in financial planning. A graduate of Binghamton University with CFP®, ChFC®, and CLU® designations, he specializes in advising owners of closely-held businesses on achieving financial independence through strategic asset management.
Kevin demonstrates a keen interest in economic and market trends, frequently sharing insights from financial publications like The Wall Street Journal and Harvard Business Review. He has also publicly expressed his deep appreciation for the service and sacrifice of military veterans, highlighting their importance in protecting national freedoms.
He has a specialized focus on helping clients manage and maximize the value of concentrated assets, including business interests and real estate.
Read the full overview →How Kevin shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Kevin cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.