FIDUCIARY FINANCIAL ADVISOR
Ray enjoys teaching various investing courses at CU Boulder, Regus Campus Denver and Front Range College. So many people don’t understand their true options for growing their wealth and reaching their goals for income and retirement. The rules of the past are not necessarily the best rules to use moving forward, and understanding today’s market environment and risks are important to creating a solid plan for retirement.
Ray earned his Finance degree from the University of Colorado in 2010. He holds a Series 65 securities license and is registered as an Investment Advisor Representative through Horter Investment Management, an SEC Registered Investment Advisor located in Cincinnati, Ohio. He also holds his life and health insurance licenses in Colorado.
Ray Stein is a Colorado native, born in Boulder and raised throughout the state. He currently resides with his wife and rescue dog in Denver and enjoys all Colorado has to offer. Ray is an avid runner, snowboarder, and musician, and enjoys donating his time to various charities throughout Colorado.