Join Gilbert Wealth at Lead Well 2025
Welcome!
I’m Steven Gilbert, a Certified Financial Planner® dedicated to empowering individuals through financial literacy. Join me at Lead Well 2025, where I’ll be sharing insights on achieving financial wellness.
Not Registered Yet?
Lead Well 2025 Event Details
Date: Friday, June 13, 2025
Time: 8:00 AM – 12:00 PM EDT
Location: Do It Best Foundation Room, 1626 Broadway, Fort Wayne, IN 46802
Tickets: General Admission – $55
Steven Gilbert CFP® Financial Advisor and Financial Planner Fort Wayne - Lead Well 2025 - Lead Well Fort Wayne
About Steven Gilbert and Gilbert Wealth
Steven Gilbert is the founder of Gilbert Wealth LLC, an independent, fee-only financial planning firm based in Fort Wayne, Indiana. With a commitment to providing comprehensive and personalized financial advice, Steven focuses on helping clients navigate complex financial decisions and plan confidently for the future.
As a Certified Financial Planner™ (CFP®), Accredited Portfolio Management Advisor℠ (APMA®), and Retirement Income Certified Professional® (RICP®), Steven brings a wealth of knowledge to his practice. He has assisted over 500 clients in achieving diverse financial goals, such as retirement planning, education funding, tax optimization, and charitable giving. Steven is known for his ability to demystify complex financial concepts and provide actionable strategies tailored to each client’s unique circumstances.
Steven is deeply invested in integrating faith and finance. He has authored a series of articles exploring biblical principles of financial stewardship, offering readers insights into aligning their financial decisions with their spiritual values. This series serves as a resource for individuals seeking to manage their finances in a manner that reflects their faith commitments.