Principal Bio

Stephen E. Capizzi, CBI, CFP®, CMFC is Managing Principal for CORE Financial Advisors, Inc.  Mr. Capizzi founded CORE Financial Advisors, Inc. after working closely with business owners in the various financial and business planning areas related to the sale and transfer of their business enterprise. Prior to founding his consulting practice, Mr. Capizzi enjoyed a successful career in the banking and financial service industry.

He holds a Bachelor of Science degree with a double major in Finance and Marketing from Jacksonville State University, Jacksonville, Alabama.  He is a member of The Financial Planning Association of Georgia Chapter where he has served as former Treasurer, President and Chairman of the Board of Directors.  Mr. Capizzi previously served on the Advisory Counsel of the National Institute of Certified College Planners (NICCP).  He is a graduate of the Certified Financial Planner™ and Chartered Mutual Fund Counselor (CMFC) Programs offered through the College of Financial Planning, Denver, CO. Mr. Capizzi is licensed as a Certified Financial Planner Practitioner™ (CFP®) through the CFP® Board of Standards.  He is licensed to sell insurance in the State of Georgia.  In the year 2000, Mr. Capizzi had the privilege to co-author a book titled, Family Wealth Counseling: “Getting to the Heart of the Matter”.

Mr. Capizzi has been a resident of metropolitan Atlanta since 1985. He lives in Duluth, Georgia and attends Grace North Atlanta Church in Alpharetta, Georgia.