Steven Sabol - Financial Advisor, Ameriprise Financial Services, LLC

Steven Sabol is a distinguished financial advisor located in Mount Lebanon, Pennsylvania, offering comprehensive financial services through Ameriprise Financial Services, LLC. With a dedication to ethical standards and a wealth of certifications, Steven provides expert guidance in various financial planning areas tailored to meet the unique needs of his clients.

Certifications & Expertise:

1. AAMS™ (Accredited Asset Management Specialist™)

- Expertise in asset management, investment strategies, estate planning, and insurance products.

- Focuses on real-world applications for retirees and small business owners.

2. ADPA™ (Accredited Domestic Partnership Advisor™)

- Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial planning for domestic partners.

3. AEP® (Accredited Estate Planner®)

- Recognized by the National Association of Estate Planners & Councils.

- Expertise in estate planning for high net worth clients.

4. AIF® (Accredited Investment Fiduciary®)

- Knowledge of fiduciary practices and adherence to a code of ethics.

5. APMA™ (Accredited Portfolio Management Advisor™)

- Proficient in client assessment, risk/return analysis, and modern portfolio theory.

6. AWMA℠ (Accredited Wealth Management Advisor℠)

- Advanced knowledge in asset management, estate planning, tax planning, and risk management.

7. Behavioral Financial Advisor

- Training in self-awareness, decision-making, and relationship effectiveness to aid clients in financial planning.

8. CAP® (Chartered Advisor in Philanthropy®)

- Tools and knowledge to help clients achieve philanthropic goals.

9. CAS® (Certified Annuity Specialist®)

- Expertise in fixed-rate and variable annuities.

10. CASL® (Chartered Advisor for Senior Living®)

- In-depth training on retirement issues for seniors.

11. CDFA® (Certified Divorce Financial Analyst®)

- Specializes in financial issues surrounding divorce.

12. CEP® (Certified Estate Planner™)

- Leader in estate planning education and support.

13. CEPA® (Certified Exit Planning Advisor®)

- Trained in preparing entrepreneurs for business exits to maximize company value.

14. CFA® (Chartered Financial Analyst®)

- Expertise in securities analysis, money management, and investment advising.

15. CFP® (CERTIFIED FINANCIAL PLANNER™)

- Recognized standard of excellence in personal financial planning.

16. CFS (Certified Fund Specialist)

- Advanced knowledge in mutual funds and portfolio construction.

17. ChFC® (Chartered Financial Consultant®)

- Robust credential for financial planning professionals.

18. ChSNC® (Chartered Special Needs Consultant)

- Specialized in planning for families with special needs children.

19. CIMA® (Certified Investment Management Analyst®)

- Expertise in asset allocation, risk measurement, and performance measurement.

20. CKA® (Certified Kingdom Advisor®)

- Provides biblically wise financial advice.

21. CLTC (Certified in Long-Term Care)

- Focuses on long-term care planning for middle-aged clients.

22. CLU® (Chartered Life Underwriter®)

- Highest level in life insurance profession, covering retirement planning and comprehensive financial needs.

23. CMFA® (Certified Military Financial Advisor®)

- Trained to serve veterans and military personnel.

Steven Sabol is committed to providing personalized financial solutions and helping clients achieve their financial goals through a holistic approach that integrates various aspects of financial planning. Whether you're planning for retirement, managing investments, or navigating complex financial situations, Steven's extensive qualifications ensure that you receive the highest standard of financial advice and service.