Steven J. Giacobbe, CFP<sup>&reg;</sup> - Financial Advisor

Steven J. Giacobbe, CFP®

CFA

Founder & Chief Investment Officer

Accredited Wealth Mangement

6010 Brownsboro Park Blvd, Ste F
Louisville, KY 40207
FINANCIAL ADVISOR'S WEBSITE
(502) 290-1905 CONNECT WITH Steven
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General

Steven Giacobbe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Accredited Wealth Mangement in Louisville, KY and the surrounding communities.

Financial Advisor Overview

AWM is an independent wealth management firm that provides the highest quality investment management and financial planning advice to individuals and institutions.  I have extensive experience managing investments and wealth and all of our services are designed to provide unbiased and comprehensive solutions that proactively integrate all the key areas of wealth management, including: Financial Independence; Investment Planning; Risk Management; Estate Planning; and Debt Management.
Our mission is to help clients reach their unique financial goals so they have the confidence and freedom to focus on the things in life that matter most to them.

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Financial Advisor Experience

Founder and Chief Investment Officer
Accredited Wealth Management
May 2014 – Present 
AWM is an independent wealth management firm that provides the highest quality investment management and financial planning advice to individuals and institutions.  I have extensive experience managing investments and wealth and all of our services are designed to provide unbiased and comprehensive solutions that proactively integrate all the key areas of wealth management, including: Financial Independence; Investment Planning; Risk Management; Estate Planning; and Debt Management.
Our mission is to help clients reach their unique financial goals so they have the confidence and freedom to focus on the things in life that matter most to them.
 
Chief Investment Officer
Commonwealth Bank & Trust
September 2006- May 2014
Responsible for creating and implementing the firm’s strategic and tactical global asset allocation decisions; developed and in charge of selection process for proprietary individual securities and outside managers; oversee the day-to-day portfolio management of approximately $1.3 billion in assets.
Developed and implemented the current investment philosophy and investment management process.  Instituted a disciplined process for selecting the firm’s approved list of outside managers and individual securities.  Act as the investment expert and lead presentations to prospects and existing clients to grow the investment business. Chairman of the trust investment committee and responsible for managing a team of eight portfolio managers and analysts.
 
Chief Investment Officer & Partner
Stearns Financial Group
1995-2006
Created the firm’s strategic and tactical global asset allocation policy; recommended and managed the firm’s approved buy and sell decisions for individual equities and money managers; and the day-to-day portfolio management of approximately $235 million of discretionary investment assets.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources