Biography

Steven Sovde is a financial advisor in the Charlotte area and has been focused on helping investors since August 1998. He specializes in serving retirees, and those about to retire, who want to protect their assets and insure that their nest egg lasts for their lifetime. Mr. Sovde has assisted many families to wisely invest their assets and help them make smart choices about their money. Additionally, he has helped professionals and business owners to save on taxes and increase their retirement savings in a tax efficient way, thus increasing their retirement income.

Steven is an investment advisor representative (through Cambridge Investment Research Advisors, Inc.). He is also a registered representative (through Cambridge Investment Research, Inc.) which required him to pass comprehensive exams to insure his proficiency in financial planning. He lives with his family in the SouthPark area of Charlotte.

Steven previously worked with a consulting business as an evaluator of small to medium-sized businesses, reviewing their business data and financials to establish their valuation for sale. Steven founded his investing and financial planning business with the dual goals of providing added value to his clients’ financial positions and to educate them so they can make smart choices about their money.

Steven is excellent at listening to and empathizing with what’s important to his clients, understanding the gap between their current financial situation and their ultimate financial goals. He then develops a strategy to help his clients align their current financial choices with their long-term goals to help them fulfill their financial dreams.

Designations/ Associations

• Certified Fund Specialist
  
• Business Network International Leadership Training
  
• Founding President of SouthPark Business Network International
  
• Volunteer at Carolina Medical Children’s Hospital