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This profile was last updated on 7/21/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Stephen E. Capizzi

Wrong Stephen E. Capizzi?

Managing Principal

Phone: (678) ***-****  HQ Phone
Email: s***@***.com
Core Business Advisors Inc
11175 Cicero Drive Suite 100
Alpharetta , Georgia 30022
United States

Company Description: At CORE Financial Advisors, Inc., our advisory firm works with clients to implement appropriate risk avoidance techniques and risk reduction planning in the areas...   more

Employment History

Board Memberships and Affiliations


  • Certified Financial Planner™
  • Bachelor of Science degree , Finance and Marketing
    Jacksonville State University
  • CFP
24 Total References
Web References
Principal Bio | Core Financial Advisors, Inc., 20 Oct 2014 [cached]
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.
Our Team | Apex Exit Advisors, 20 June 2015 [cached]
Stephen E. Capizzi
Stephen Capizzi,
FPA of Georgia, 4 Oct 2003 [cached]
Steve Capizzi, CFP Director Emeritus
3700 Mansell Road Ste. 220Alpharetta, GA 30022(770) 625-5050
Leaders Legacy - Client List & Testimonials, 18 Feb 2006 [cached]
Stephen E. Capizzi, CBI, CFP, CMFC Chairman, Financial Planning Association of Georgia - National Institute of Certified College Planners, 3 Dec 2002 [cached]
Stephen E. Capizzi is Principal of CORE Financial Advisors, Inc., and co-author of the book Family Wealth Counseling, Getting to the Heart of the Matter.Stephen has been involved in the financial planning profession since 1992, and is a member of the Financial Planning Association of Georgia where he has served as President on the Board of Directors.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.Stephen is licensed as a Certified Financial Planner Practitioner (CFP) through the Certified Financial Planners Board of Standards and is a Registered Investment Advisor.Stephen holds a Bachelor of Science degree with a double major in Finance and Marketing from Jacksonville State University, Jacksonville, Alabama.
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