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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This Office

57 Union Street South Concord, NC 29601 Phone: (336) 582-0345

Other Offices

701 Poinsett Hwy. Greenville, SC 29601 Phone: (336) 582-0345
1102 Reynolda Road Winston Salem, NC 27104 Phone: (336) 582-0345