Greg Stein was born and raised in New York City. He earned his Bachelor of Arts Degree from Queens College and received his Masters Degree in Communication Theory from Michigan State University.
Greg started his financial career working on Wall Street for Citicorp Industrial Credit. He provided financial “arbitrage” services to the top 50 corporations in the world. He received numerous accolades while servicing such companies as IBM, AT&T, Xerox and The Federal Reserve Bank of New York. He achieved considerable success on Wall Street and was well acknowledged for these accomplishments.
In 1988 Greg moved to South Florida to pursue the dream of owning a financial services company. For over twenty years, Greg successfully ran Ventura Insurance Solutions. In 2015, realizing that marketing is the key to a growing business; Greg agreed to join the team at the Howard Kaye Insurance Agency, LLC. The firm focuses on Estate Planning and Retirement Income Planning by utilizing innovative life insurance and annuity solutions. Greg, familiar with all aspects of wealth creation, wealth preservation, and wealth transfer was a natural fit!
Greg’s focus is to provide his clients with the tools necessary to meet the short term and long term goals of a financially secure lifetime, lifestyle and legacy. Greg’s expertise, compassion, and principled values have attracted clients from all walks of life. Working with CPA’s, estate planning & elder care attorneys, and other trusted advisors, Greg has successfully assisted hundreds of Floridians lay the groundwork for the most important financial transitions of their lives.
Greg credits much of his success to his family. His parents were married for over 65 years. His father, Murray Stein [currently 90 years old, served in WWII and was a prisoner of war.] They instilled in him an appreciation for the needs and concerns for all who seek his counsel. His brother Mark Stein is the CFO of a local real estate management firm and is an ardent supporter of Greg’s efforts to reach out and help others.
Greg currently resides in Boynton Beach. He has two daughters, Lauren & Sabrina, and a granddaughter, Emily Rose.