Delta Community Retirement & Investment Services
Steven Gillespie, CRPC®
LPL Associate Advisor
Specialties: Financial Education, Comprehensive Financial Planning, Life Transition Planning, Wealth Management, Individual Retirement Planning, Risk Management, Tax Planning
I am an Associate Advisor who works with young professionals who need to make important financial decisions early in their careers. My approach is to thoughtfully listen to their financial aspirations and collaborate with them to map out a strategy with supporting actions to help them pursue their life goals.
To me, tailored financial guidance should be accessible to everyone, no matter their stage of life or financial circumstances, and I’m passionate about helping others make informed financial choices, assisting them as they strive to build successful careers and then ensuring that they have enriched lives because they made the right decisions.
I’ve supported Delta Community Retirement & Investment Services’ Financial Advisors and Planners for 10 years, gaining extensive industry knowledge and broad experience to benefit my clients. I am a Chartered Retirement Planning CounselorSM and I am securities licensed in all 50 states, along with Puerto Rico and the U.S. Virgin Islands. I hold a bachelor’s degree in Accounting with a minor in Finance from Clayton State University.
Steven is a Chartered Retirement Planning CounselorSM.
Delta Community Retirement & Investment Services offers access to investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.