Chris Stein

Chris Stein serves as Senior Lecturer in the Department of Finance and Real Estate at Colorado State University's College of Business, where he directs the Financial Planning Program and teaches Principles of Finance, Investments, and Financial Planning courses at undergraduate and graduate levels while advising the Summit Fund student investment program.

His academic credentials include:

• Bachelor of Science in Finance from University of Wyoming
• Master of Science in Finance from Colorado State University

As a full-time faculty member since 2008 and Certified Financial Planner (CFP®) since 2013, his expertise centers on financial planning with specialized focus on retirement income strategies and Social Security optimization, frequently featured in retirement planning media engagements.

His professional accolades include:

• CSU Alumni Association Best Teacher Award nominations (2009, 2011)
• College of Business Green & Gold Award for outstanding service and teaching (2009-2010)

Through his leadership of the Financial Planning Program and mentorship of the Summit Fund, Stein provides students with hands-on portfolio management experience while advancing practical applications in financial planning education.