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Cfp Steve Gibson

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Cfp Steve Gibson

President Plante Moran Insurance Agency | Plante Moran

Chicago, Illinois, United States

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Cfp Steve Gibson

Summary

Steve Gibson is the President of Plante Moran Insurance Agency, bringing extensive expertise in financial and estate planning to high net worth clients. With a career spanning over two decades in the financial services industry, he has honed his skills in business planning, insurance strategy, and wealth management. Steve's approach combines technical knowledge with a deep understanding of his clients' unique needs, allowing him to provide tailored solutions that minimize tax liabilities and enhance asset liquidity. His previous roles include High Net Worth Insurance Specialist at Fifth Third Securities and Area Insurance Specialist at Citi, showcasing his commitment to client success across various financial institutions. Steve holds a degree in Finance from the University of Minnesota's Carlson School of Management, where he developed a strong foundation in financial principles. He is passionate about collaborating with estate planning attorneys to create innovative strategies that benefit clients and their families for generations. Outside of work, Steve is likely involved in community initiatives or professional organizations that align with his interests in finance and insurance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Steve Gibson

Work Experience

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President Plante Moran Insurance Agency at

Plante Moran

July 2020 - Present

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Insurance Associate at

Plante Moran Financial Advisors

March 2013 - July 2020

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High Net Worth Insurance Specialist at

Fifth Third Bank

September 2009 - March 2013

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Area Insurance Specialist at

Citi

March 2003 - August 2008

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Financial Advisor at

Ameriprise Financial Services, LLC

February 1998 - March 2003

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Cfp Steve Gibson

Education

Carlson School of Management, Bsb

January 1995 - January 1999

Frequently Asked Questions about Cfp Steve Gibson

What is Cfp Steve Gibson email address?

Cfp Steve Gibson's primary email address is ************@plantemoran.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Steve Gibson work for?

Cfp Steve Gibson is a President Plante Moran Insurance Agency at Plante Moran, a company specializing in Accounting, Tax Preparation, Bookkeeping, & Payroll Services.

Where Cfp Steve Gibson graduated from?

Cfp Steve Gibson holds a degree in Finance, General from Carlson School of Management.

How can I directly contact Cfp Steve Gibson?

To contact Cfp Steve Gibson directly, you can use the email address ************@plantemoran.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Steve Gibson?

Steve Gibson is the President of Plante Moran Insurance Agency, bringing extensive expertise in financial and estate planning to high net worth clients. With a career spanning over two decades in the financial services industry, he has honed his skills in business planning, insurance strategy, and wealth management. Steve's approach combines technical knowledge with a deep understanding of his clients' unique needs, allowing him to provide tailored solutions that minimize tax liabilities and enhance asset liquidity. His previous roles include High Net Worth Insurance Specialist at Fifth Third Securities and Area Insurance Specialist at Citi, showcasing his commitment to client success across various financial institutions. Steve holds a degree in Finance from the University of Minnesota's Carlson School of Management, where he developed a strong foundation in financial principles. He is passionate about collaborating with estate planning attorneys to create innovative strategies that benefit clients and their families for generations. Outside of work, Steve is likely involved in community initiatives or professional organizations that align with his interests in finance and insurance.

Cfp`s contact details

mail

************@plantemoran.com

Colleagues

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Nick Pepper

Vice President - Plante Moran Realpoint

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Nick Posavetz

Vice President, Plante Moran Realpoint

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Ryan Kulhanek

Vice President | Plante Moran Realpoint

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Paul Blowers

Chief Information Officer

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Thomas Zimmer

Senior Vice President

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Andy Roraff Cpa

Chief Financial Officer

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Brad Virkus

Group Managing Partner | Commercial Industries

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Greg Hensley

Senior Vice President - Plante Moran Living Forward

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Sally Heffernan

Senior Vice President - Financial And Market Feasibility At Plante Moran

Ron Eckstein

Group Managing Partner

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