
Steve Lewit is the President of SGL Financial, an esteemed registered investment advisory firm located in Buffalo Grove, Illinois. With over 30 years of experience in the financial industry, Steve has developed a deep understanding of the complexities surrounding retirement planning. He believes that while money plays a significant role in our lives, it is the experiences and relationships we cultivate that truly enrich our journey. This philosophy guides his approach to wealth management, where he emphasizes the importance of aligning financial strategies with clients' personal values and goals.
Steve's credentials include a Master of Arts in Economics, as well as certifications as a Registered Financial Consultant (RFC) and a Certified Estate Planner™ (CEP®). His diverse professional background spans various fields, including roles as a successful tennis professional, an opera singer, and a business executive in upper management at Federated Department Stores. This eclectic experience provides him with unique insights into the financial needs of clients from all walks of life. Furthermore, Steve's dedication to education is reflected in his experience teaching economics at the collegiate level, reinforcing his commitment to empowering clients with knowledge.
Together with his son, Gabriel Lewit, Steve leads SGL Financial with a shared vision of providing personalized financial guidance rooted in integrity and service. Outside of his professional endeavors, Steve enjoys spending quality time with his family, further underscoring his belief in the importance of relationships in both life and finance.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
20+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Buffalo Grove, IL and surrounding areas
SGL Financial
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