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Steven Sivak
Cfp
Innovate Wealth - Pittsburgh,PA
Steve has been in the financial services industry for 17 years with the first 10 working for big Wall Street banks. He is a Certified Financial Planner (CFP) and previously attained the Certified Divorce Financial Analyst (CDFA) and Certifi...... Show More
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About
Steve has been in the financial services industry for 17 years with the first 10 working for big Wall Street banks. He is a Certified Financial Planner (CFP) and previously attained the Certified Divorce Financial Analyst (CDFA) and Certified Portfolio Managers (CPM) designations while at Morgan Stanley. He spends his free time reading (a lot of finance!), with his dog Merle Haggard, serving on various community Boards, or doing anything outside or active.
Specialities
Business Owners
Cash Flow/Budgets/Credit Issues
College/Education Planning
Corporate Executives
Entrepreneurs
Fixed Fee (Subscription
Retainer
etc.)
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57
/850
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FAQs
Here are some Frequently Asked Questions about Steven Sivak
What organization is Steven Sivak associated with?
Steven Sivak is associated with Innovate Wealth.
What is Steven Sivak’s work email address?
Steven Sivak’s professional email address is s***e@i**************.com. You can also email Steven Sivak by clicking on the contact Steven Sivak.
Where is Steven Sivak based out of?
Steven Sivak’s primary location is Pittsburgh, PA.
What is Steven Sivak's phone number?
Steven Sivak's phone number is (704) 232-7410
What is Steven Sivak's title??
Steven Sivak is a Cfp.
