Blair C. Shein
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 2019 and 2018 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 program 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 is currently serving as co-chair of the Investment Committee for the Saint Andrew’s School. He also actively volunteers his time in the community coaching 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.