Stephanie Tsang named an InvestmentNews Advisor of the Year Award winner for commitment to excellence and mentorship
NEW YORK – June 20, 2024 – Stephanie Tsang, CPA, CFP®, ChFC®, CEPA, CDFA®, partner at North Star Resource Group, was today announced as an Advisor of the Year (Regional – Southwest) award winner from InvestmentNews.
This award recognizes financial advisors who demonstrate innovation in prospecting and retaining clients, an advanced knowledge of investment opportunities and a dedication to mentoring others and community involvement/pro-bono work.
“Financial advising is about turning financial complexities into a clear and actionable plan,” stated Tsang. “Mentoring younger advisors is not just about passing on this knowledge; it is about creating a team culture that provides a high level of expertise, integrity, and client-centric service.”
Tsang has been a financial advisor with North Star since 2006 and works primarily out of the firm’s Scottsdale, Ariz., office. She and her partners have helped position the Scottsdale office as a boutique, client-centric comprehensive wealth management practice, catering to the needs of high-income and high-net-worth clients. As a leader in North Star’s Southwest Division, Tsang currently mentors 10 advisors in the San Diego and Scottsdale offices, and in the last two years, her mentees were North Star’s Rookies of the Year.
“We have been so proud of Stephanie for being part of the North Star family ever since she joined us right off the college campus,” stated Ed Deutschlander, CLU, CLF, CEO of North Star Resource Group. “Stephanie is an incredible advisor on several fronts: serving her clients, mentoring the next generation of advisors and her overall leadership within North Star. This award is well-deserved.”
Tsang actively educates both industry professionals and clients on investment strategies through speaking engagements, seminars and publications.
In May 2017, Tsang 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 its importance, among other topics.
Tsang has been recognized for her success and leadership through several awards. Most recently, she was named an Outstanding Woman in Business by the Phoenix Business Journal in 2022.
She is a member of the Million Dollar Round Table (MDRT), NAIFA, and Finseca, and she currently serves on the American College Board.
Additionally, Tsang holds regular educational seminars, co-hosting with advisors she mentors. Topics for these sessions include How to Exit Your Practice, Investment 101, Market Updates, and Principles of Personal Finance.
In addition to her work with clients and in the financial services industry, Tsang is also strongly committed to serving her community. In 2019, she became an event board member of GiGi’s Playhouse – Down Syndrome Achievement Centers and has helped raise over $500,000 for their cause since then. In 2024, she also joined the gala committee for Hushabye Nursery, a Phoenix nonprofit providing a therapeutic and inviting environment of short-term medical care to infants suffering from Neonatal Abstinence Syndrome (NAS) and their families.
To learn more about Tsang, visit www.northstarfinancial.com/advisors/stephanie-tsang.
About InvestmentNews
InvestmentNews is a trusted resource for financial advisors, providing investment news and analysis for financial advisors. They include extensive coverage and expert commentary on important topics in the financial advisory industry and are committed to maintaining the highest standards of journalistic and editorial integrity. To learn more about InvestmentNews, visit www.investmentnews.com.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve, and protect their wealth. North Star has more than 192 full-time advisors and over 178 employees. In a network of 42 offices in over 20 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
**Data as of December 2023
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If you would like more information about this topic, please call Ian Rich at 612.617.6076, or email him at ian.rich@northstarfinancial.com.
2024 Advisor of the Year – Regional/Southwest issued by InvestmentNews. The call for nominations is open to all wealth management professionals and organizations – including financial advisors, advisory brokerages, BDMs, fund providers and service providers – from across USA. The InvestmentNews Awards team will conduct research and draw on knowledge and information gained through InvestmentNews to support and supplement nominations received. Once all nominations are considered and research is complete, excellence awardees will be selected in each category (except the Lifetime Achievement category). submissions from our excellence awardees are forwarded to the independent judging panel comprising industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria. Listing in this publication and/or award is not a guarantee of future investment success. 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.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.