Stephen Hazel (CeFT®, CFP®, EA, MBA, RLP)

Stephen Hazel focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Since you do not have to have a minimum amount of assets or income to work with us, we can help just about anyone who is committed to improving the quality of their life; so it doesn’t matter how much you earn, how young or old you are, or where you are financially. What matters is that you care enough to take action. We approach each client with respect and work with their unique situation.

While the clients with whom we work are diverse, the majority of our clients fall into the following groups:

  • People Experiencing Life Events Or Critical Transitions
  • Medical Professionals
  • Professional Services Business Owners
  • Retirees & Those Approaching Retirement

What We Provide

Comprehensive life planning, tax services and investment strategies with a fiduciary oath to always work in our clients best interest which means:

  • A clear understanding of your values and how they relate to your finances.
  • Confidence that comes from having a clear understanding of where you are and the immediate steps you need to take to get to where you want to go.
  • Comfort that comes from having an advocate for your financial life, who understands how to support your life values and tie them to your financial goals.
  • Peace of mind that comes from understanding how you will handle any financial opportunity or challenge

Additional Information

I am driven by a strong passion to be of service to individuals on a personal level concerning financial & tax planning. I am a CFP®  Professional who transitioned to the financial planning business in 2008.

After first working as an advisor for other companies, I saw an opportunity to found my own firm, Hazel Financial, in 2014 to focus on financial life planning for individuals and business owners. To further align my work in helping clients achieve their life goals and connect their life with their money, in 2018 Hazel Financial began doing business as Magnificent Life Financial Planning. 

I truly believe in education —my own and teaching others. My father was an ASU professor and my mother a teacher and administrator in elementary education. I initially studied physics and engineering at Occidental College in Eagle Rock, Calif., ultimately graduating from Arizona State University with a bachelor’s in Asian languages. (I speak Japanese conversationally.) After a few years in the business environment, I earned my MBA from Grand Canyon University, while working full time. Through continuing education and participation in industry forums, I stay abreast of current industry products, standards, and practices to maintain my position as an invaluable resource to my clients. As a devoted educator, I teach financial courses at Rio Salado College and have been actively involved in my community, serving on various charitable boards and organizations in support of education.

I am  a six-time Ironman finisher and 10-time finisher of the San Diego Rock & Roll Marathon. A long-time Arizona resident, I am the proud father of two sons and a daughter and enjoy reading, hiking, and outdoor activities.

If you think you would like to have an initial conversation with me, please click here.

NAPFA Start Date

January 02, 2018