John  Stephens

John Stephens

| MD, CFA, CFP®, MBA

TCI Wealth Advisors, Inc.

(520) 733-1477

Contact Me

Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

4011 East Sunrise Drive
Tucson, AZ 85718

6929 Greenway Parkway
Suite 150
Scottsdale, AZ 85255

1228 15th St.
Ste. 300
Denver, CO 80202

4757 Caughlin Parkway
Suite B
Reno, NV 89519

150 W. Dale
Suite 1
Flagstaff, AZ 86001

100 Wilshire Blvd.
Ste. 200
Santa Monica, CA 90401

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

John Stephens is a Fee-Only Financial Planner serving Tucson and all surrounding areas. TCI Wealth Advisors, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. John Stephens is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

John Stephens, MD, CFA, CFP®, MBA, a shareholder at TCI Wealth Advisors, focuses on helping clients simplify their financial lives by serving as their consultative advisor. John uses the same academic approach he used while practicing primary care medicine in his daily conversations with his patients. He specializes in helping medical doctors and senior level executives build and maintain wealth, independent from their businesses . For the past five years, John has been named in Medical Economics magazine’s list of the country’s 150 best financial advisors for doctors.

John, his wife and five children live in Tucson. He serves on the TCI Board of Directors, Board of Children’s Clinics for Rehabilitative Services and La Posada Continuing Care Retirement Community. John is active in the local Financial Planning Association (FPA), Chartered Financial Analyst, and National Association of Personal Financial Advisors (NAPFA) chapters, Southern Arizona Estate Planning Council and ZAG Founders. He is also involved with community youth sports and children’s health-care advocacy organizations. John is a sports enthusiast and enjoys horseback riding, cycling, golf and physical fitness. He remains a loyal University of Arizona and Stanford supporter.

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TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Santa Fe, Denver, and Santa Monica and over $2 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. To learn more about TCI, visit www.tciwealth.com.

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