Over the past 10 years, Steve Sivak has worked with high net worth individuals in all situations and through several market cycles. Client frustrations with the ‘Big Bank’ model of the business led him to want to improve the experience. Steve created Innovate Wealth with the vision to refocus the business away from a product sales culture and back to the clients, their education, their behavior, and do it all at a more affordable cost.
Steve has been in the financial services industry for 14 years and spent the last 10 working for 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, and an engineering degree from Lafayette College. He spends his free time reading (a lot of finance!), with his dog Kimo, serving on various community Boards, or doing anything outside or active.
Verify Steve’s history by finding him on BrokerCheck.
Schedule a 15-minute chat with Steve. You’ll get to meet him, discuss your situation, and discover if working with Innovate Wealth is right for you. There’s no obligation, and it’s free!