Stephanie Tsang

Stephanie Tsang

Financial Advisor

Phone: (602) 224-5366
Fax: (602) 224-9044
E-mail:

Stephanie prides herself on taking a creative and holistic approach in order to implement the best possible solutions for her clients’ financial needs. She believes in proper diversification of all assets; utilizing appropriate risk management techniques on the protection as well as tax platforms, and planning for a client’s future using their greatest asset, time.

Stephanie has been working specifically with emerging professionals and business owners at North Star Resource Group since 2006. Prior to working in the financial consulting industry, Stephanie worked as an Accountant and specialized in personal and corporate taxes. After making the decision to move into a field that was more relationship oriented, she has been able to distinguish herself as a wealth accumulation and protection specialist in the southwestern United States, using her background in accounting to help provide her clients with tax efficient investment strategies.

Stephanie is passionate about building long-term relationships with her clients and strives to build a reputation centered on honesty and integrity. She is currently pursuing her Certified Public Accountant (CPA) license and is also a consistent member of the National Association of Insurance and Financial Advisors (NAIFA). Her areas of focus include:

Individual:

  • Debt Management
  • Wealth Accumulation (Investments)1
  • College Funding Strategies (529 Plans, Education IRA’s)
  • Retirement Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers)
  • Risk Management (Life Insurance, Disability Insurance, Health Insurance)
  • Estate Planning (Wealth Succession)

Business:

  • Qualified and Non-Qualified Compensation Packages
  • Group Insurance
  • Business Continuation
  • Employee Seminars

Qualifications:

Stephanie is a graduate of the University of Arizona with her Bachelor of Science in Accounting and Finance. Her licenses/registrations include:

  • FINRA Series 7/66 Registered
  • Life and Health Licensed
  • Variable Life and Annuity Licensed

North Star Resource Group
4645 N. 32nd Street, 2nd Floor
Phoenix, AZ 85018

North Star Consultants, Inc.
Insurance Products & Services

1CRI Securities, LLC
Securities & Investments

1Securian Financial Services, Inc.
Variable Products & Securities

Affiliated with the Securian Financial Network.

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

7912/01-08