Stephanie Bacak Fee-Only Wealth Planner

Meet Stephanie.

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."
23 Main St, Wedowee, AL 36278

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.

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.

Investment advisory services offered through Capstone Global Advisors, LLC, a Registered Investment Advisor in the state of Georgia.