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Cropped molly stanifer

Molly Stanifer

CFP®, MS
Old Peak Finance
Chapel Hill, NC
Feel prepared heading into your next stage

Meet Molly

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Introduction - Molly Stanifer
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Free Piece of Advice - Molly Stanifer
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Preparing for Your First Meeting with a New Financial Planner - Molly Stanifer
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Public Service Loan Forgiveness - Molly Stanifer
Video Transcripts

Molly believes her services can provide greater fulfillment in her clients’ lives. While you are at the cusp of feeling like your financial life can take off, we make sure you also feel confident things are in order.

In 2007, Molly began her career as a financial advisor. As a financial advisor spearheading the Frontier Wealth Planning program within Old Peak Finance, she brings passion serving young professionals.

She started…

Molly believes her services can provide greater fulfillment in her clients’ lives. While you are at the cusp of feeling like your financial life can take off, we make sure you also feel confident things are in order.

In 2007, Molly began her career as a financial advisor. As a financial advisor spearheading the Frontier Wealth Planning program within Old Peak Finance, she brings passion serving young professionals.

She started her career with Fidelity Investments. She is a CERTIFIED FINANCIAL PLANNER™; has a bachelor’s degree from NC State; and a Masters degree in financial planning and taxation. In 2014, she spent six months teaching English and business to adult women in Tanzania at an NGO called Give A Heart to Africa. As a Durham Jaycees member, she engages in the community through a variety of local non-profit services. You may also see her clogging at a gig with the Apple Chill Cloggers. Molly, her husband, and their daughter live in Durham.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management

Experience with

Medical professionals

Fee structure

Based on % of assets
Flat Fee

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

MS
Bachelors - North Carolina State University at Raleigh
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