Stephanie Tsang, Cfp, Cpa, Chfc, Cepa, Cdfa Email & Phone Number

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 held to the highest of standards. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. She is a member of the Million Dollar Round Table (MDRT), NAIFA and GAMA (General Agents’ and Managers’ Association). Along with fellow advisor Todd Bramson, Stephanie co-wrote Financial Planning for Women, published in 2008, providing case studies on actual situations she has encountered with her clients.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. Stephanie was born and raised in Tucson, AZ. She has been involved with the Junior League of San Diego for 2 years now, the Phoenix Children’s Hospital Leadership Circle Committee for 1 year and recently the Make a Wish Foundation. Stephanie’s interests include spending time with her family, music, tennis, travelling, and yoga.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. Inclusion of wealth manager is award program in not indicative of future success.

Listed skills include Small Business, Strategic Financial Planning, Investments, Financial Services, and 16 others.