STEPHEN GLAAB, CFP® AIF®
Stephen is a passionate and dedicated financial professional who has built a career centered around trust, experience, and lasting relationships. After earning his degree in Personal Financial Planning from Central Michigan University, he embarked on a journey to help individuals achieve financial confidence.
In 2013, Stephen earned his CERTIFIED FINANCIAL PLANNER® designation, solidifying his commitment to providing comprehensive financial guidance. The following year, he obtained the Accredited Investment Fiduciary® credential, reinforcing his dedication to ethical fiduciary responsibilities and prudent investment strategies.
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With experience as a consultant to financial advisors nationwide at the Sigma Financial home office, Stephen has not only guided clients but has also helped shape the next generation of financial professionals.
Stephen has had the unique privilege of being a third-generation financial professional, learning invaluable lessons from those who came before him. The wisdom and experience passed down through his family have instilled in him a deep appreciation for financial principles and a strong ethical foundation. These lessons have allowed him to serve his clients with an unparalleled level of care, insight, and dedication, ensuring they benefit from a legacy of financial experience.
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Above all, what drives Stephen is the genuine connections he has built over the years with his clients. Every financial plan he creates is rooted in understanding their unique needs and aspirations, ensuring their financial goals align with their personal dreams
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