Principal Bio

Principal Bio

 

Stephen E. Capizzi

Stephen E. Capizzi, CEPA, CFP® is managing principal for CORE Financial Advisors, Inc.  He 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 enterprises. Prior to founding CORE, Mr. Capizzi enjoyed a successful career in the banking and financial service industry.

His banking, business and educational backgrounds create a unique combination of skills that many other advisors lack. Steve adds, “My faith means a lot to me and is a guidepost both in my business and life. Doing what’s right for our clients is at the forefront, and people and relationships are what matter most in life. I believe in doing what is right and love being a team player. I want to see every client succeed.”

Mr. Capizzi is licensed as a Certified Financial Planner Practitioner™ (CFP®) through the CFP® Board of Standards.  He is licensed to sell insurance in Georgia and other states, and co-authored a book titled, Family Wealth Counseling: Getting to the Heart of the Matter (Copyright 1999, Professional Mentoring Program). He is also a graduate of the Certified Financial Planner™ and Chartered Mutual Fund Counselor (CMFC) Programs offered through the College of Financial Planning, Denver, CO.

Steve is proud to be a member of the National Ethics Bureau and enjoys relationships with many other organizations related to the investment and insurance trade. Active in the financial community, he has served as president of the Financial Planning Association of Georgia.

He lives in Johns Creek, Georgia where he loves to coach baseball, volunteers to help kids, and participates in mission activities.

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