John J. Stephens,  CFP<sup>&reg;</sup> - Financial Advisor

John J. Stephens, CFP®

CFA, MD, MBA

Partner

TCI Wealth Advisors, Inc.

4011 E Sunrise
Tucson, AZ 85718
(877) 733-1859
(520) 733-1477

General

John Stephens is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TCI Wealth Advisors, Inc. in Tucson, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - MBA and MD

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Retirement, Life Planning, Succession Planning, Medical & Health Issues, Sudden Wealth

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