Blair C. Shein is a Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®) professional and is the Vice President of Compass Financial Group, Inc. Blair has been named in the Forbes 2018 - 2020 & 2022 - 2023 rankings of Best-In-State Wealth Advisors. He has been published in The Journal of Investment Consulting, Estate Planning Review-The Journal, and the CFA Digest. He authored the chapter “Behavioral Finance” in the Investment Planning Answer Book published by CCH, Inc. He has also been featured in the Journal of Indexes, Exchange-Traded Funds Report (ETFR), and the Sun-Sentinel newspaper.
Blair is currently an instructor for Florida Atlantic University’s Chartered Financial Analyst® (CFA®) Review Program and also teaches an Investment Management course at Florida Atlantic University. He has been an instructor for Barry University’s Certified Financial Planner™ Certification Education Program, a Certified Financial Planner Board of Standards registered program. He has also been an instructor for Florida Gulf Coast University College of Business – Center for Leadership and Innovation, for the Certified Financial Planner™ Certification Education Program, a Certified Financial Planner Board of Standards registered program. He has guest lectured on investments at Nova Southeastern University School of Business and Entrepreneurship and Florida Gulf Coast University.
Blair has been a guest speaker at the Inside ETF Conference, the U.S. World Series of Exchange Traded Funds, the Financial Planning Association of Greater Fort Lauderdale, the American Association of Individual Investors, the Greater Fort Lauderdale Tax Council, the Broward Student Conference, the National Academy Foundation of Broward County Student Summit and for Pensco Trust Company.
Blair has served as the President and Chairman of the Financial Planning Association (FPA) of Broward County and has served on the organization’s Board of Directors. He has also served as the President of the Greater Fort Lauderdale Tax Council and continues to serve on the organization’s Advisory Committee. He has also served as co-chair of the Investment Committee for the Saint Andrew’s School. He also is an active volunteer in the community having coached youth soccer and basketball teams among other areas of service.
Blair is a member of the CFA Society of South Florida, the Greater Ft. Lauderdale Tax Council and the Estate Planning Council of Broward County.
Jay L. Shein is a Certified Financial Planner™ professional, a Certified Investment Management Analyst®, a Certified Investment Strategistsm, and is the Chief Investment Officer and Strategist of the Compass Financial Group, Inc. in Deerfield Beach, Florida. His papers and research have been published in professional journals and publications such as The Journal of Investment Consulting, The Journal of Financial Planning, the CFA Digest, Estate Planning Review–The Journal, Investments & Wealth Monitor and Financial Planning Magazine. He has a published volume titled, Asset Allocation and Portfolio Structure which was published as part of the CCH Solution Series by CCH, Inc., a leading publisher of tax, legal and financial publications since 1913. His most recent book publication, which was published by CCH, Inc. in July 2013 (the fifth edition), is a book for use by investment professionals titled Investment Planning Answer Book. The First edition was published in August 2009. He writes a quarterly paper on investments for the Estate Planning Review-The Journal
He is the past Co-Editor-In-Chief of The Journal of Investment Consulting and currently serves on its Editorial Advisory Board. Jay was the 2013-2014 Chairman of the IMCA® Certification Commission and is the past Chairman of the IMCA® Awards publication committee. He has served on the Investments & Wealth Institute® (formerly IMCA) Technical Advisory Board. He is the past President and Chairman of the Financial Planning Association of Broward County. He was the 2007 Chairman of the Council on Examinations (formerly known as the Board of Examiners) for the Certified Financial Planner Board of Standards. He is a member of the board and Investment Committee for Florida Atlantic University (FAU) Foundation and served for 6 years on the John Knox Village Foundation Board of Directors.
Jay Shein is a member of the Investments & Wealth Institute® (formerly IMCA), the Greater Ft. Lauderdale Tax Council and the Estate Planning Council of Broward County. Jay is a well-known industry teacher and speaker.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered marks owned by CFA Institute.
Investments & Wealth Institute™ (formerly IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed the Investments & Wealth Institute™ (formerly IMCA®) initial and ongoing credentialing requirements for investment management consultants.
Investments & Wealth Institute™ (formerly IMCA®) is the owner of the service marks “CISsm” and “Certified Investment Strategistsm.” Use of CISsm or Certified Investment Strategistsm signifies that the user has successfully completed the Investments & Wealth Institute™ (formerly IMCA®) credentialing requirements for investment strategists.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any adviser paid a fee for the award.
The Forbes ranking of Best-In-Class Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices, and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.