Stephan Shipe, CFP<sup>&reg;</sup> - Financial Advisor

Stephan Shipe, CFP®

Ph.D., CFA,

Owner and Lead Advisor

Scholar Financial Advising

116 Lowes Foods Dr., STE 188
Lewisville, NC 27023
+ 2 More Locations

Scholar Financial Advising

Remote
Atlanta, GA 30327

Scholar Financial Advising

Remote
Raleigh, NC 27607
FINANCIAL ADVISOR'S WEBSITE
(336) 360-6833

General

Stephan Shipe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Scholar Financial Advising in Lewisville, NC and the surrounding communities.

Financial Advisor Overview

At Scholar Financial Advising we help physicians and individuals with complex financial needs by providing financial advice that they can implement on an hourly project or monthly retainer basis. Our advisors hold at minimum a Ph.D. in Finance and Stephan Shipe, the firm’s lead advisor, is also a CFA charterholder and CFP® Professional. Our mission is to Educate, Empower, and Encourage. We like to think outside of the box and enjoy working on more complex financial situations like those that typically surround high net worth and highly compensated individuals. We believe that clients should manage their own accounts and our role is truly that of an advisor. We look for ways to increase financial efficiency and create plans for our clients to execute that focus on creating a role for every dollar that hits their account. Scholar Financial Advising employs high-quality, experienced financial advisors. All advisors hold, at minimum, a Ph.D. in finance and, through their academic background, have decades of experience researching and teaching a wide range of financial topics. Our hourly rate is $350/hour and average comprehensive plans range from $3,500-$10,000. Monthly retainer services are also available in our Signature Client Program starting at $3,000/month.

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Financial Advisor Experience

Dr. Shipe is the owner of and lead advisor for Scholar Advising. He holds a Ph.D. in Finance with a support area in econometrics from Florida State University. He is also a CFA Charterholder of the Chartered Financial Analyst Institute and has completed the CERTIFIED FINANCIAL PLANNER™ certification making him a CFP® professional. Dr. Shipe started Scholar Financial Advising in 2018 and enjoys working with clients on complex financial situations. He has published academic articles and analyzed data related to investor behavior, executive compensation, and investor protection. This research agenda has led him to be invited to work with regulators on new laws related to investment advisor fee disclosures. He has taught university finance courses at Wake Forest University, University of New Hampshire, and Florida State University. His financial interests are centered on quantitative focused financial topics such as financial risk analysis, and financial data analytics. When not working, he enjoys camping with his family, hiking, and riding his motorcycle.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Ph.D., Finance

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth

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