Stephan Shipe (CFA, CFP®, PhD)

Stephan Shipe focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Millennials

NAPFA Start Date

May 07, 2021


This Office

Call for an Appointment Winston Salem, NC 27106-9419 Phone: (336) 582-0345