Jay L. Shein


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.