Steven Gilbert (CFP®, RICP®)

Steven Gilbert focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Real Estate Investments
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

October 12, 2021

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This Office

5617 Oak Pointe Dr Fort Wayne, IN 46845 Phone: (260) 316-6365