Ali Rizvi
Senior Partner
About
Ali N. Rizvi serves as a Senior Partner at North Star Resource Group—Scottsdale and has been with the firm since 1997. Using the Valley of the Sun as the base of his practice, Ali consults with specialty Physicians and Surgeons across the United States. In 2018, Ali and his Partners set the foundation for North Star Resource Group—Scottsdale as a boutique, client-centric, integrity-driven, comprehensive wealth management practice to cater to the needs of high-income and high-net-worth clients.
Professionals and businesses have unique financial needs and require an objective and transparent approach to their financial outcomes and concerns. Ali’s goal, therefore, is to make sure he identifies contemporary solutions utilizing his team of specialists to help clients prepare for the certainty of uncertainty.
“We are of the belief that the most important element of comprehensive financial guidance is to approach a client’s financial concerns with a mindset where the client’s needs and goals should be at the forefront from the very first day they engage our firm. I personally believe, wholeheartedly, that in our own lives, what we should always seek to maximize is a seamless web of trust where both the client and financial professional share mutual respect and perennial consistency.”
With that ethos as a cornerstone of his practice, Ali welcomes new clients into his practice on an “Invitation Only” basis, emphasizing the importance of a lifelong working relationship with clients whom he has worked with for over two decades and continues to do so each day.
Ali is a Life Member of the Million Dollar Round Table**, the Premier Association of Financial Professionals. He has also had the privilege of serving as Chairman of the Phoenix Children’s Hospital Foundation Planned Giving Committee and as Chairman of the Mountain Park Health Centre Foundation Board. He currently serves as a Member of the Financial Health Advisory Committee for the Honor Health Foundation.
Ali was selected as a 2015, 2016, 2020, and 2021 “Five Star Wealth Manager”*** and featured in Phoenix Magazine.
Ali, his team, and his staff look forward to welcoming you to North Star Resource Group—Scottsdale.
Team
Team
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA®, CFP®
Senior Vice President and Chief Investment Officer
Carrie Hancock, ChFC®, CLU®, JD
Vice President, Financial Planning Resource Center
Registered representative of Cetera Wealth Services, LLC. Securities are offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
***This award was issued by Five Star Professional (FSP) for the time period 2013, 2015, 2016, 2020, and 2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.