Arthur Stein Financial, LLC

Zachary Smythe is a CFP® with six years of industry experience, currently advising at Arthur Stein Financial, LLC since 2024. He has previously worked at VCI Wealth Management, FEFA Asset Management, AE Wealth Management, and The Vanguard Group, among other firms. Arthur Stein Financial, LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning, managing approximately $116 million across about 72 clients. The firm customizes portfolios using mutual funds, ETFs, bonds, and individual securities with a long-term focus, employing fundamental analysis and Modern Portfolio Theory.

Arthur Stein is a CFP® with 25 years of industry experience and is the principal of Arthur Stein Financial, LLC, where he has worked since 2012. He is also involved in non-variable insurance sales and conducts workshops on investment and financial planning topics for adult education programs at Arlington County and Montgomery College. Additionally, he operates Art Stein Photography, selling stock photography and occasionally taking photographs. Arthur Stein Financial, LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning, managing approximately $116 million across about 72 clients. The firm uses a long-term investment approach with customized portfolios, employing fundamental analysis, Modern Portfolio Theory, and dollar-cost averaging.

Paul Cusumano is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Arthur Stein Financial, LLC since 2020 and previously at Morgan Stanley and Point72 Asset Management. Arthur Stein Financial, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes portfolios using mutual funds, ETFs, bonds, and individual securities with a long-term approach, employing fundamental analysis and Modern Portfolio Theory.