John Stephens (CFA, CFP®, MBA, MD)

John Stephens focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Entrepreneurs

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Planning Specialties

John Stephens, MD, CFA, CFP® received his undergraduate degree from Stanford and a medical degree from the University of Arizona, where he specialized in internal medicine and pediatrics. After seven years as a practicing physician, he closed his private practice to enter the MBA program at Arizona State University. In 1999, he became and investment advisor and continued his academic work, earning the CFA charter in 2001. He also went onto earn his CFP® designation. John focuses on helping clients simplify their financial lives. He specializes in helping

physicians and senior-level executives build and maintain wealth independent from their business.

Additional Information

John, his wife and five children live in Tucson, AZ. He is actively involved with community youth sports, foster care and children’s health-care advocacy organizations. John serves on the Board of Children’s Clinics for Rehabilitative Services and is active in the local Financial Planning Association (FPA), Chartered Financial Analysts chapter and Southern Arizona Estate Planning Council. He is a sports enthusiast and enjoys horseback riding, cycling and golf. John remains a loyal University of Arizona and Stanford supporter.