ABOUT CAPSTONE
Financial planning is personal because the stakes are personal.
I’m Stephanie Bunn, CFP®, founder of Capstone Global Advisors.
I help clients make sense of more complex financial decisions, from higher income and equity compensation to retirement and everything those transitions affect.
CFP®
The planning process is a very personal and long-term endeavor that requires a detailed understanding of the complexities in all aspects of your financial life. The CFP, or Certified Financial Planner designation, demonstrates my commitment to that process. Obtaining this designation requires extensive study and ongoing education in financial planning, risk management, customized investment strategy, tax planning and management, employee benefits, and estate planning.
YOUR ADVISOR
I learned early that financial security can change faster than you expect.
I was young when my grandfather’s business collapsed during the recession of the late 1970s. I didn’t understand every financial detail then, but I understood what it felt like when something that seemed secure suddenly wasn’t.
That experience stayed with me and shaped the way I approach this work today: plan before decisions become urgent, understand the risks, and build enough flexibility to handle change.
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WHO CAPSTONE HELPS
The more moving pieces you have, the more valuable coordination becomes.
Capstone works with clients who are managing decisions around:
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Higher income and equity compensation
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Retirement and rollover decisions
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Investment management
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Career transitions
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Inheritances
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Tax-aware planning
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Concentrated stock
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Turning accumulated assets into retirement income
THE APPROACH
You should understand your plan, not just be handed one.
Personalized
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Tax-Aware
Educational
