Our Principals

Jay L. Shein is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Investment Management AnalystSM (CIMA®) professional, a Certified Investment Strategist (CIS), and is the Chief Investment Officer and Strategist of the Compass Financial Group, Inc. in Deerfield Beach, Florida.

Jay’s papers and research have been published in professional journals and publications such as The Journal of Investment Consulting, The Journal of Financial Planning, CFA Digest, Estate Planning Review–The Journal, Investments & Wealth Monitor and Financial Planning Magazine. The 2012 version of Investment Planning Answer Book is the 4th edition of Jay’s book published by CCH, a leading publisher of tax, legal and financial publications since 1913. The first edition of his book was published in 2009. The book is for use by investment professionals, trustees, accountants, attorneys, and other professional advisors.

Jay 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 Shein is a member of the Investment Management Consultants Association (IMCA), the Greater Ft. Lauderdale Tax Council and the Estate Planning Council of Broward County.  He is also a member and past President of The Financial Planning Association of Greater Fort Lauderdale.  Jay is a well known industry teacher and speaker.

 

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. He is a senior member of the Compass Financial Group, Inc. investment committee and is responsible for overseeing the firm’s trading activities. Blair is also part of the financial planning team and advises clients on their wealth management and financial planning needs.

Blair has been published in The Journal of Investment Consulting, Estate Planning Review – The Journal, and the CFA Digest. He has also been featured in the Journal of Indexes, Exchange-Traded Funds Report (ETFR), and the Sun-Sentinel newspaper.

Blair is a member and past President of the Financial Planning Association (FPA) of Greater Fort Lauderdale. He is also a member and past President of the Greater Fort Lauderdale Tax Council.  read more…

                     

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTMand federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

CFA® and Chartered Financial Analyst®are registered marks owned by CFA Institute.

 

Investment Management Consultants Association (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 IMCA’s initial and ongoing credentialing requirements for investment management consultants.