Broker Check

Our Team

We’re not your ordinary Financial Advisors. We’re committed to an above and beyond service experience, a holistic approach, and objective, high-quality advice. What you may be surprised to experience is that we also have a lot of fun. Our clients enjoy meeting with us because each client is a part of our family.

Melissa J. Stein, CFP®, CRPC®

Principal & Financial Advisor

[email protected]

Melissa Stein founded Stein Wealth Advisors, LLC, after working successfully as a financial advisor for a major financial services firm in the Pittsburgh, PA, area. Her ability to earn the trust and respect of numerous clients and...

Read more

Joshua R. Stein, CFP®, CRPC®

Principal & Financial Advisor

[email protected]

After graduating with honors from the University of Pittsburgh, Josh’s interest in investments led him to join a large investment management firm as a Financial Advisor. Soon after joining the firm Josh completed his Series 7 and...

Read more

Kimberly T. Moore

Client Relationship Manager, Insurance Specialist, & Notary

[email protected]

Kimberly T. Moore (Kim) joined Stein Wealth Advisors in April 2013 as Office Manager.

Read more

Kara Stanek

Director of Client Experience & Operations

[email protected]

Kara joined Stein Wealth Advisors in 2019 as the Director of Client Experience & Operations. Her responsibilities include providing first class client service, addressing basic client requests, managing office operations, and calendar...

Read more