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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

701 Poinsett Hwy. Greenville, SC 29601 Phone: (336) 582-0345
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Other Offices

57 Union Street South Concord, NC 29601 Phone: (336) 582-0345
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1102 Reynolda Road Winston Salem, NC 27104 Phone: (336) 582-0345
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