Stephanie (Bunn) Bacak, CFP is the CEO of Capstone Global Advisors, with offices 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."
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Investment advisory services offered through Capstone Global Advisors, LLC, a Registered Investment Advisor in the state of Georgia.