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
- College/Education Planning
- Hourly
- Investment Advice without Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- Millennials
NAPFA Start Date
May 07, 2021