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Stephanie B

CFP®, Series 63, Series 65

Wedowee, AL

Capstone Global Advisors, LLC

Stephanie Bunn is a CFP®-designated financial advisor with 11 years of industry experience, currently practicing at Capstone Global Advisors, LLC in Wedowee, AL. She has worked at Capstone Global Advisors since 2015 and was previously employed at Packback Inc. from 2009 to 2021. Capstone Global Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, small businesses, and pension and profit-sharing plans. The firm offers asset management through a wrap fee program and employs a nimble trading approach that includes fundamental and cyclical analysis, discretionary portfolio management, trading strategies, and pension consulting.

Cash flow / budgeting Debt management
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