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Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa

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Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa

Fee Based Planning, Risk Management Strategy, Wealth Creation and Protection | North Star Resource Group

Scottsdale, Arizona, United States

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Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa

Summary

Stephanie Tsang is a highly accomplished financial advisor specializing in serving medical, dental, and veterinary professionals. With a robust background in finance, she holds multiple prestigious designations including Certified Financial Planner and Chartered Financial Consultant. Stephanie is not only a skilled advisor but also a published author, having co-written 'Financial Planning for Women'. Her commitment to excellence is evident through her membership in the Million Dollar Round Table and her active participation in various professional organizations. Beyond her professional pursuits, she is engaged in community service, contributing to organizations such as the Junior League and the Make a Wish Foundation. Stephanie's diverse interests include music, tennis, and yoga, showcasing her well-rounded personality. Her experience spans over 15 years in the financial services industry, with a focus on wealth management and strategic financial planning. She is known for her integrity and dedication to her clients' success.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa

Work Experience

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Fee Based Planning, Risk Management Strategy, Wealth Creation and Protection at

North Star Resource Group

June 2006 - Present

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Partner, Senior Vice President at

North Star Resource Group

April 2006 - Present

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Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa

Education

The American College of Financial Services, Chartered Financial Consultant

Frequently Asked Questions about Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa

What is Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa email address?

Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa's primary email address is ***************@northstarfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa work for?

Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa is a Fee Based Planning, Risk Management Strategy, Wealth Creation and Protection at North Star Resource Group, a company specializing in Functions related to depository banking.

Where Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa graduated from?

Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa holds a degree in Accounting And Finance Degree from University of Arizona, Eller College of Management.

How can I directly contact Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa?

To contact Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa directly, you can use the email address ***************@northstarfinancial.com. Complete contact information is available upon registration with Muraena.

Who is Stephanie Tsang Cfp Cpa Chfc Cepa Cdfa?

Stephanie Tsang is a highly accomplished financial advisor specializing in serving medical, dental, and veterinary professionals. With a robust background in finance, she holds multiple prestigious designations including Certified Financial Planner and Chartered Financial Consultant. Stephanie is not only a skilled advisor but also a published author, having co-written 'Financial Planning for Women'. Her commitment to excellence is evident through her membership in the Million Dollar Round Table and her active participation in various professional organizations. Beyond her professional pursuits, she is engaged in community service, contributing to organizations such as the Junior League and the Make a Wish Foundation. Stephanie's diverse interests include music, tennis, and yoga, showcasing her well-rounded personality. Her experience spans over 15 years in the financial services industry, with a focus on wealth management and strategic financial planning. She is known for her integrity and dedication to her clients' success.

Stephanie`s contact details

mail

***************@northstarfinancial.com

Colleagues

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Niccolo Gonzales

Associate Vice President

Don Schoeller

Senior Vice President

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Phillip Richards

Vice Chairman Of The Board

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Thomas Kuykendall

Associate Vice President - Twin Cities Advisor Development

Tim White

Chief Financial Officer

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Wmcp Kristin Brandli Printon Aif

Co-Founder & Vice President

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Cepa Chase Brakke

Vice President of Business Owner Solutions

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Christopher Sitek

Vice President Life Insurance & Long-Term Health Care

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Cfp David Vasos

Chief Operating Officer

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Diane Yohn

COO, North Star Resource Group

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