Stephan Shipe Ph.D., CFA, CFP®

Stephan Shipe, Ph.D., CFA, CFP® is the founder and CEO of Scholar Financial Advising, a flat-fee fiduciary wealth management firm serving ultra-high-net-worth and high-net-worth families nationwide. He is also a professor of finance at Wake Forest University and a nationally recognized expert on wealth strategy, retirement planning, executive compensation, tax strategy, and investor behavior. Stephan works with corporate executives, business owners, physicians, and affluent families on complex financial decisions involving concentrated stock positions, liquidity events, business transitions, retirement planning, and multi-generational wealth transfer. His perspective combines academic research with hands-on experience advising clients across a wide range of financial situations. Prior...