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 life, 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 a Member of the Financial Health Advisory Committee for the Honor Health Foundation.

Ali was selected as 2013, 2015, and 2016 “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

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Contact

    Scottsdale, Ariz.

    6720 N. Scottsdale Road
    Suite 290
    Scottsdale, AZ 85253

    Directions

    Ali is a Registered Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3509505/DOFU 3-2021

    **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.
    ***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review**; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.