Stephanie Tsang, CFP®, ChFC®, CEPA
Financial planning for you and your business
Stephanie’s boutique financial services help business and practice owners and emerging professionals achieve the life they desire.
Stephanie grew up watching her family struggle with finances and planning for their future, and she became an advisor to help others avoid the stress that comes with a lack of identifying and pursuing financial goals.
In her career, Stephanie learned that high income does not always equal financial stability. She helps business owners and people with high salaries, who grew up with limited financial education, find confidence for their future.
In 2018, Stephanie and her partners set the foundation for North Star Resource Group – Scottsdale as a boutique, integrity-driven, comprehensive wealth management practice to cater to the needs of high net worth clients and businesses.
Together, Stephanie and her team provides financial education and guidance for people in various industries throughout Arizona and California, designing every element of their financial strategy to support their success
Stephanie is highly educated in her field, and she uses her training to provide exceptional service for the most complex financial situations and challenges businesses and individuals face.
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 obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in CFP Board’s Code of Ethics. Additionally, in 2019 she received her Chartered Financial Consultant designation (ChFC®).
In 2021, Stephanie pursued her Certified Exit Planning Advisor (CEPA) designation, the most highly regarded exit planning credential in the marketplace today.
She is a member of the Million Dollar Round Table (MDRT), NAIFA, and Finseca.
Stephanie was born and raised in Tucson, Ariz., and she is actively involved in giving back to the Southwest U.S.
In January 2019, she became an acting board member of GiGi’s Playhouse – Down Syndrome Achievement Centers and has helped raise over $500,000 for their cause. She has also been involved with the Phoenix Children’s Hospital Leadership Circle Committee for four years, the Make a Wish Foundation for one year and the Junior League of San Diego for three years.
She is also involved in supporting her financial services community, and she currently serves on the Alumni Board for the American College of Financial Services (2021 to 2024).
Stephanie’s practice focuses on comprehensive business and personal financial strategies while incorporating a creative and integrated approach.
Complete business owner solutions
Stephanie works closely with businesses and medical practices, helping them take control of their success.
With her guidance and the comprehensive business solutions offered through North Star, you will simplify your solutions and coordinate options that may save money, mitigate risk, and enhance profit potential.
Protect your business from claims and liability that could be detrimental to your profits.
With hands-on experience with a variety of corporations, partnerships, and trusts, Stephanie coordinates every aspect of your business for successful asset protection.
Focus on what’s important in your business, knowing your risks are accounted for and your most valuable assets are protected.
Stephanie will evaluate your existing business insurance policies, make recommendations based on her findings, and help you shop providers to find the appropriate coverage for your specific business needs.
Gain confidence in your long-term success, regardless of exit timing.
Stephanie will coordinate your exit planning team, provide resources for educated decisions, and create positive change for you and your business.
Comprehensive financial strategies for individuals
Stephanie works directly with high-income and high-net-worth individuals, helping you reach your goals with strategies designed for you and your lifestyle.
Learn when debt is a tool and when it’s a liability for your future success. From student loans to business debt, Stephanie will help you establish strategies for efficiently managing and paying off debt without sacrificing your other financial goals.
Tax-efficient investment strategies*
Keep more of your money with a tax-efficient investment strategy. Stephanie will consider your income and assets to develop investing recommendations that make the most of tax-deferred and tax-exempt vehicles for better long-term growth.
Put your assets to work for you and your financial goals. With Stephanie’s investment management and coaching, you can navigate the noise and make informed choices that support your overall financial health and success.
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
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 is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. CA Ins Lic: 0F44403. 3610184/DOFU 5-2021
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.
Finseca is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums or fees generated from investment and insurance products and other criteria relative to leadership, achievement and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.