Stephanie Tsang is a Partner and has been a Financial Advisor with North Star since 2006, with the majority of her clients located in the greater Phoenix area, San Diego, Las Vegas and San Francisco. As a leader in North Star’s Southwest Division, Stephanie mentors young advisors and supports their growing practices. She also works with a varied client base—Medical and Dental professionals, Business Owners and 1099 Employers, in addition to other emerging professionals. Her practice focuses on Comprehensive Business and Personal Financial Strategies while incorporating a creative and holistic approach.
Upon graduating from the University of Arizona with a degree in Accounting and Finance, Stephanie immediately pursued a career in Accounting and specialized in personal and corporate taxes. Shortly after, she made the switch to financial advising in order to work in a more relationship-oriented field where she could help better peoples’ individual situations and allow them to spend more time on things they value. Another driving factor in changing careers was her own family’s financial situation—after growing up watching her family struggle with planning for their future, she wanted to guide others to avoid the stress that comes with a lack of identifying and pursuing financial goals.
Within the Southwest Division, Stephanie often works jointly with Mark Bonnett, McKenna Stephens and Ali Rizvi. Stephanie and Mark have been partners for 6 years now, also teaming up to mentor young advisors within their offices. Stephanie is a Field Director with Securian Financial Services and facilitated the opening of North Star’s San Diego branch in the spring of 2012, which she currently manages. Her and her team frequently host both Lunch and Dinner Seminars within CA, AZ, and NV and have held events at:
- University of California – San Diego
- University of California – San Francisco
- Stanford University
- University of Nevada
- AT Stills Dental
- Midwestern Dental
- Valley Hospital
Stephanie is FINRA Series 7 and 66 registered. Notably, she has also earned her Certified Public Accountant or CPA designation. Stephanie is also a CERTIFIED FINANCIAL PLANNER™ professional, in which advisors are held to the highest of standards. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. She is a member of the Million Dollar Round Table (MDRT), NAIFA and GAMA (General Agents’ and Managers’ Association). Along with fellow advisor Todd Bramson, Stephanie co-wrote Financial Planning for Women, published in 2008, providing case studies on actual situations she has encountered with her clients.
In May 2017, Stephanie had the remarkable opportunity to speak to over 70 professionals from the AFA(S) or Association of Financial Advisors Singapore. The presentation, which took place in Singapore, was titled “Advice Based Planning—The Future for Financial Advisor Representatives” and covered why
the financial services profession is moving towards advice based planning and the importance of it, among other topics. Mohd Amin, CEO of MAA Financial Planners, commented:
“Stephanie Tsang did wonderfully well. Initial feedback received about her performance, as expected, [included that she] was an “excellent speaker” who shared freely her thoughts on the industry and because of her passion, she touched many of the hearts of the attendees present.”
Stephanie was born and raised in Tucson, AZ. She has been involved with the Junior League of San Diego for 2 years now, the Phoenix Children’s Hospital Leadership Circle Committee for 1 year and recently the Make a Wish Foundation. Stephanie’s interests include spending time with her family, music, tennis, travelling, and yoga.
Interested in learning more about Stephanie and her practice? Give her a call at the number listed above to get in touch.
Stephanie is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. CA Ins Lic: 0F44403. 1950289 / DOFU 11-2017
Stephanie’s Support Team
Title: Practice Coordinator
Scottsdale6710 N. Scottsdale Road
Scottsdale, AZ 85253
San Diego4445 Eastgate Mall, Suite 200
San Diego, CA 92121