Steve Shak

Steve Shak, CFP® RICP®, is a Financial Advisor and Senior Vice President at CAPTRUST, where they focus on comprehensive financial planning and wealth management. Previously, they served as an Investment Consultant at Carolinas Investment Consulting and held roles as a Wealth Management Advisor and Managing Director at Northwestern Mutual from 2014 to 2022. Before transitioning into finance, Steve was a professional athlete in Major League Soccer and the United Soccer League, and later became an Assistant Coach for the Charlotte Eagles. Steve holds a Bachelor of Arts in Sociology from the University of California, Los Angeles.