Meet Stephanie.
Stephanie (Bunn) Bacak, CFP is the owner of Capstone Global Advisors, LLC registered in Georgia and Alabama.
In her past life, she worked for a premier financial planning firm in Santa Barbara, California and also helped them establish an office on the East Coast.
Then to expand her experience, to work alongside the Stock Analysts which allowed her to know the analysts, the investment bankers, the traders and to study their operations procedures.
Later she helped them expand to Charlotte and Atlanta while being apart of Raymond James and Associates Business Development Team.
Stephanie graduated with a Bachelors in Commerce & Business Administration from the University of Alabama with a concentration on Banking and Finance.
As Forbes Advisor says...
"Unlike some financial advisors, all CFPs are held to a strict standard of fiduciary duty, meaning they must put your financial best interests ahead of their own. Practically speaking, this means they are barred from buying a financial product for a client simply because it pays them a high commission. Some may not even buy products for clients at all and instead simply suggest that clients buy them themselves."
“A CFP professional’s fiduciary duty may be higher than what’s required by regulation, and—as defined by CFP Board—this includes a duty of loyalty, a duty of care and duty to follow client instructions,” says Jack Brod, CFP, board chair of the CFP Board.
Stephanie was awarded CFP on February 2nd, 1998
Let’s get planning.
I became a CERTIFIED FINANCIAL PLANNER™ over 25 years ago. I love the fiduciary standard as a CFP® because it allows for you to trust my process even more, knowing I will always put your needs first."
Stephanie@CapstoneGlobalAdvisors.com
256-530-8288
23 N Main St, Wedowee, AL 36278
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PRIVACY POLICY
Capstone Global Advisors, LLC is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:
1. Consumer – a person who has not entered into an investment advisory relationship but has disclosed nonpublic personal information to our firm.
2. Client – a person who has entered into an investment advisory relationship with the firm or that individual’s designated representative.
3. Confidential Information – personally identifiable private information, not available from public sources, about a client or consumer. It generally includes name, address, age, social security number, assets, income, net-worth, account balances, account numbers, beneficiary information, or investment history. Our firm collects nonpublic information about clients and consumers. We will not share nonpublic information about clients or consumers with third parties not affiliated with our
firm, except as noted below:
➢ To complete transactions or account changes, as directed by the client
➢ To maintain or service a client’s account
➢ If requested by the client
➢ With entities under common ownership and control of our firm
➢ With contracted third-parties who require the information to develop, support and deliver services
➢ If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm
As a client of our firm your privacy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information.
Please contact us with any questions about this policy.
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More on mobile information usage, collection, and privacy
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- We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances. However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
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The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Capstone Global Advisors, LLC (referred to as “CGA” disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. CGA does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall CGA be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if CGA or a CGA authorized representative has been advised of the possibility of such damages. In no event shall Capstone Global Advisors, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.