Today's guest, Dr. Shipe, shares how you can make smarter money decisions with practical tips and real-world strategies that work.
Dr. Stephan Shipe, Ph.D., CFA, CFP®, is a finance professor at Wake Forest University and the founder of Scholar Financial Advising, a fiduciary firm serving clients in 39 states.
With a mission to educate, empower, and encourage, he helps individuals gain clarity and confidence around personal finance.
Stephan holds a Ph.D. in Finance from Florida State University and is both a CFA Charterholder and a CFP® Professional.
His research on investor behavior and compensation has informed regulatory policy, and he’s a regular media contributor on wealth management topics.