Delta Community Retirement & Investment Services
Steven Gillespie, AIF®, CFP®
Wealth Advisor
Specialties: Financial Education, Comprehensive Financial Planning, Life Transition Planning, Wealth Management, Individual Retirement Planning, Risk Management, Tax Planning
Steven Gillespie finds purpose in helping young working professionals make important financial decisions early in their careers. He has been with Delta Community furthering the mission and serving members for more than 10 years. During his career, he has held various managerial and analytical roles, and today helps individuals and growing families understand the numbers behind their dreams and aspirations.
Steven believes in a collaborative approach to financial planning that is action-driven, proactive and realistic. He values personalized service and begins each meeting with thoughtfully listening to the past experiences, goals and concerns of each individual. His passion lies in helping others make informed financial decisions and in taking steps towards more enriched, rewarding lives.
Steven grew up and resides with his family in the Atlanta area. He is an automotive enthusiast in his recreational time and sponsors underprivileged overseas children through a local charity organization.
Connect with Steven on LinkedIn®
Education:
- Financial Planning Certificate Program, University of Georgia
- Bachelor of Arts in Accounting, Clayton State University
Certifications | Licenses:
- FINRA® SIE, Series 7, 66 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
Locations Served:
- Peachtree City (Wisdom Road)
*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Wealth Advisor
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
