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Steven Sivak (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Insurance Related Issues
  • Investment Advice with Ongoing Management

Planning Specialties

After 10 years working for big Wall Street firms, I realized something that everyone suspects:  they are not working in your best interest.

I built Innovate Wealth to filter out the confusion and complexity that the industry likes to create.  I use values-based budgeting, a simple, rules-based portfolio management system, and operate as a fee-only fiduciary.  

I've worked with clients on:

  • Optimizing retirement income
  • Analyzing stock compensation
  • College planning
  • Budgeting and cash flow issues
  • Analyzing/optimizing insurance policies
  • Implementing a cheaper and simpler investment portfolio

I offer hourly, fixed fee, and percentage-based fees.  I believe everyone deserves quality advice, regardless of their net worth or location.  I use cutting edge technology and online collaboration to ensure we stay connected wherever you are.

Additional Information

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.

NAPFA Start Date

May 01, 2017

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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

151 Home St Pittsburgh, PA 15201 Phone: (704) 232-7410
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