Stephanie Bacak, CFP® Capstone Global Advisors, LLC

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About Stephanie Bacak, CFP®

Stephanie founded and structured Capstone Global Advisors, LLC to place clients first. She has specialties in College Funding and Student Loan debt specifically for the small business owner. Having a daughter in college and having worked in small business for the last 15 years, Stephanie truly understands you and your needs. Her specialized training combined with that experience. Gen X is moving into the sandwich generation and the navigation is delicate to keep retirement a reality. Millennials whether its student debt or laying out future goals, Stephanie is here for you.

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Recently Published

Why You Spend Too Much

March 1, 2019

from being in control and owning his possessions, to his possessions ruling him...

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How to Best Use Your 529 when Paying for College

January 16, 2019

If you have accumulated fund in your child’s 529, congratulations! You are probably a member of the elusive Savers who plan ahead and hate debt. A savers’ immediate instinct is to use all the designated savings upfront, while the best scenario […]

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Smart Money Couples Don’t Wait for January

November 30, 2018

Marriage is about moving toward a common goal, so you better set some.  I strive to help clients grow together and with a happy retirement in mind.  My part is calculating the numbers and using that shoebox full of old […]

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Ideal Clients

  • Business Owners
  • College Planning
  • Gen X
  • Offers Free Assistance to Furloughed Government Workers
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $200+/mo
  • Flat fee: based on complexity
  • Hourly fee: $150/hr
  • AUM: 1% if assets over $250,000

SEC Records

States Registered

  • Georgia

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