John Stephens, MD, MBA, CFA, CFP®

A modern Renaissance man with the heart of a healer and the soul of a storyteller, John blends a physician’s precision with an adventurer’s spirit. As a wealth advisor, he brings the same care and curiosity to financial planning that he does to every corner of his life. Whether he’s trekking across Patagonia, guiding clients toward financial peace of mind, or sipping ceremonial matcha with colleagues, John curates life with intention.

He’s a connector of people, ideas, and meaningful experiences. His eye for detail turns travel into transformation, his commitment to family fuels every thoughtful plan, and his knack for asking the right questions keeps conversations grounded, purposeful, and inspired. From safeguarding digital worlds to shaping legacy-worthy photo archives, John helps clients navigate complexity with clarity, rooted, generous, and always a step ahead.

What are your favorite conversations you have with clients?

My favorite and often most meaningful client questions come in the form of “I know this isn’t related to finance but…”. That is my real passion for financial planning. Some of wealth management is about the numbers, but so much more is at the intersection of peace of mind and well-being. I want my clients to be able to come to me with anything that is on their mind that they need a thought partner for.

What are three fun facts about you?

I am a fourth generation Arizonan. My great grandfather was a Maricopa County Sheriff way back in 1902.
I am an avid reader but one of my favorite books is ‘Being Mortal” Medicine and What Matters in the End’ by Atul Gawande which focuses on how medicine can not only improve life but also the process of its ending.
I am the TCI in-house medical advisor and parenting guru.

Do you have any pets?

Oh yes, we are definitely animal lovers! In fact, we have so many pets that I’ve lost count. Our property sits on a few acres, so we are able to have lots of dogs, cats, chickens, ducks, turtles, and more! Though our house can feel like a zoo sometimes – crazy and chaotic – I wouldn’t change it for anything, our pets are part of the family.

Get in touch with John Stephens, MD, MBA, CFA, CFP®

4011 E. Sunrise Dr.
Tucson, Arizona 85718

Phone: (520) 733-1477

john.stephens@tciwealth.com

Physician Financial Tip

Spend some time figuring out what you want your retirement to be like. You spent ample time planning out the path to being a physician, retirement planning should be no different. Even if retirement is a moving target, having goals in mind can keep you focused on achieving your long-term dreams.

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John's financial tips

Start funding a Roth IRA as soon as possible. While you don’t get an upfront tax break, your contributions and earnings grow tax-free. And if you’re of the retirement age, ensure that both your kids and your grandkids do it too! Quite simply, it’s one of the smartest money moves a young person can make.

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