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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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5617 Oak Pointe Dr Fort Wayne, IN 46845 Phone: +1 (260) 267-5531
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