Broker Check
Melissa J. Stein, CFP®, CRPC®

Melissa J. Stein, CFP®, CRPC®

Principal & Financial Advisor

Melissa Stein founded Stein Wealth Advisors, LLC in 2008 after working successfully as a top financial advisor for a major financial services firm in the Pittsburgh area. She has received multiple industry awards including the Ameriprise Sr. Financial Planner and Circle of Success awards.

Melissa was also nominated to be a finalist in the 2011 Athena Awards by Washington County for her contributions towards women’s initiatives. She has been a featured speaker at many Pittsburgh events. She is also the founder of POWER of Southpointe, a women’s networking organization.

Melissa specializes in lifetime income planning, asset management, women and retirement planning, proactive tax planning, insurance strategies and estate planning.

She is a graduate of the Boston University School of Management with a concentration in Finance. She also completed the Duquesne University School of Leadership curriculum earning an Executive Certificate in Financial Planning.

Melissa and her husband, Josh reside in McMurray, PA with their children Jackson and Elle.  They have been active members of the South Hills community since 1992.  Melissa is an avid cook and gardener.

Credentials

  • Certified Financial Planner (CFP®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Pennsylvania Life/Accident/Health insurance licensee
  • Series 7, 66, and 24 registered