John Stephens
MD, CFA®, CFP®, MBA
TCI Wealth Advisors
Financial Advisor
John Stephens
MD, CFA®, CFP®, MBA
TCI Wealth Advisors
Financial Advisor
My passion has always been helping people. I truly enjoy advising my clients and, together, achieving their personal definition of success. - John Stephens, MD, CFA®, CFP®, MBA
Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.
John Stephens is a Tuscon, AZ fee-only financial planner. TCI Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Stephens is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
John Stephens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Physicians
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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John Stephens is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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John Stephens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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John Stephens is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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John Stephens is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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John Stephens is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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TCI Wealth Advisors, Inc. has access to Dimensional FundsDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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John Stephens is quoted in the Wall Street Journal Voices: "John Stephens, on Why More Isn’t Always Better"
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John Stephens is Quoted on Tucson.com: "Costs pile up fast for dementia care"
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John Stephens has been Elected Chairman of Zero Alpha Group, LLC (“ZAG”)
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John Stephens Serves as the Treasurer for the Southern Arizona Estate Planning Council
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John Stephens is a Member of The National Association of Estate Planners & Councils
Contact John Stephens
Office Locations:
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4011 East Sunrise Drive
Tucson, AZ 85718
