Steve Shak

Steve Shak

Managing Director

  • CFP®
FINRA BrokerCheck
  • CA License: #0K03036

6235 Morrison Blvd,
Charlotte, NC 28211
704-804-3625 Visit my website

About my practice

I believe everyone should feel good about their finances. My experience tells me that most people don't. Whatever your goals, hopes, questions, or fears are... I can help. Together, we will craft a plan that helps you achieve what you dream of. I'm passionate about giving people guidance that produces peace of mind, confidence, and happiness as it relates to your financial future.

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