Steven L. Dick, CFP<sup>&reg;</sup> - Financial Advisor

Steven L. Dick, CFP®

ChFC

President

Sapiat Asset Management, LLC

705 Professional Plaza Dr, Suite 2
Greeneville, TN 37745
FINANCIAL ADVISOR'S WEBSITE
(423) 636-1800 CONNECT WITH Steven
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General

Steven Dick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sapiat Asset Management, LLC in Greeneville, TN and the surrounding communities.

Financial Advisor Overview

Sapiat Asset Management provides real solutions to real people for real life. We use our education, knowledge, skills, and resources to provide the proprietary processes, professional objectivity, and institutional discipline needed to create financial independence among the American Middle Class.

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Financial Advisor Experience

Steve has been in financial services since 1999, through 2 full economic cycles; flat markets, bull markets, bear markets, economic expansions, and economic recessions. This real-world experience has enabled him to refine his proprietary processes, professional objectivity, and institutional discipline. In addition to his extensive professional experience, he has a B.A. Economics and has studied on scholarship at 2 world renowned economic think tanks; the Ludwig von Mises Institute at Auburn University and the Political Economy Research Center at Montana State University. He is a firm believer in career-long professional education and attends 1-2 major international professional conferences each year to meet with & hear from industry thought leaders. During his career he has earned the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Wealth Management Advisor (AWMA), and several other elite professional certifications.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AAMS, AWMA, CRPS, CLBB

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources