Steve Kilpatrick, PFS, CFP

Steve Kilpatrick, PFS, CFP is Principal at Kilpatrick Advisors. Kilpatrick Advisors is an independent quantitative finance firm, providing premier solutions and investment advice to select clients throughout the United States.
 
Steve has been a member of the financial services industry since 1993.
 
Prior to entering the financial services industry, Steve was a Certified Public Accountant (CPA currently non-active), and holds the AICPA’s Personal Financial Specialist designation. He is also a Certified Financial Planner® and holds Series 7, 9, 10 and 63 securities industry licenses, commodities and insurance licenses. Steve has been a member of The Georgia Chamber of Commerce since 2002 and has served on the Chamber’s board of directors for the past 8 years. He is also a member of The American Institute of Certified Public Accountants (AICPA) and the Financial Services Institute (FSI).
 
Steve and his family are active in the Atlanta community and through several state, regional and global charitable organizations. Kilpatrick Advisors sponsors an annual internship to help train and develop principled future financial advisors in the Atlanta community.
 
Steve is active in the academic community, volunteering his time to the Georgia University community and to his alma mater, Stetson University. He is a member of the Pi Kappa Phi Foundation and was a member of the foundation’s Centennial Commission. Steve and his family live in midtown Atlanta.
 
Read his LinkedIn profile.