Capstone Global Advisors is a financial planning firm serving high earners, people approaching retirement, and clients navigating major financial transitions. Founded by Stephanie Bacak, a CERTIFIED FINANCIAL PLANNER™ professional, the firm helps clients understand complex choices and make decisions aligned with the life they want to build. Its planning considers how investments, taxes, income, benefits, savings, and longer-term goals affect one another, rather than treating a portfolio as the whole picture.

For high earners, Capstone provides guidance on equity compensation, company stock, bonuses, employer benefits, retirement plans, tax withholding, investing, and career changes. For people nearing or entering retirement, it helps assess retirement timing, sustainable income, account withdrawals, Social Security, Roth conversions, Medicare-related costs, investment risk, and legacy goals.

Services include comprehensive financial planning with investment management, retirement income planning, and focused planning for a specific decision, such as a job change, stock option choice, rollover, or benefits package. Capstone begins with a conversation, develops an understanding of the client’s full financial picture, and provides recommendations, priorities, and practical next steps.