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ABOUT US
Steve Repak is a Certified Financial Planner™, professional, and a 15 year veteran in the financial services field.  Steve's expertise includes developing spending plans/budgets, debt reduction plans, short term and long term investment management, and retirement planning. Steve is able to advise on estate, insurance, small business, and tax planning issues. 

Prior to his career in Finance, Steve spent 12 years in the Active Army.  As an Army veteran, Steve is knowledgeable with regards to military pay & benefits and is able to address the financial challenges of military life and deployments for government employees, service members and their families.

Steve graduated Summa Cum Laude with a Bachelor of Science in Management Communications from Amridge University and is a member of the Financial Planning Association.  Steve is married with three children and lives in Charlotte, NC where they attend Team Church.

Please take your time and explore our site and if you do require our help, please don't hesitate to send us an email or give us a call. 

We look forward to hearing from you.
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 Securities, insurance and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and registered investment advisor.  Repak Financial Services is marketing designation.

This communication is strictly intended for individuals residing in the state(s) of CO, FL, GA, MS, MT, NC, SC and TX. No offers may be made or accepted from any resident outside the specific states referenced.

© 2016 Repak Financial Services | 7540 Matthews-Mint Hill Road, Charlotte, NC 28227 | P. 704-545-9771 | Terms of Use | ADV

This communication is strictly intended for individuals residing in the state(s) of CO, FL, GA, MS, MT, NC, SC and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.