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Steve Ciaccio, MBA®, CFP®, CPA®

Steve Ciaccio, MBA®, CFP®, CPA®

Wealth Advisor


With over 30 years of investing experience and 14 years in key financial roles at a multi-national corporation, Steve Ciaccio has gained invaluable experience. He has studied investments and financial markets extensively; having earned both a Bachelor's degree in Finance at Illinois State University and a Master's degree from DePaul University. Steve is also a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™. Being a wealth advisor requires more than knowledge and experience. It requires a passion for applying knowledge and experience with integrity. This is the way Steve Ciaccio provides the level of service that helps clients work toward their financial goals with comfort and confidence.

Securities Registrations, held through LPL Financial:

Series 7 (General Securities Representative Exam)

Series 66 (Uniform Combined State Law Exam)

Series 24 (General Securities Principal Exam)

Professional Designations


Certified Public Accountant

Master of Business Administration