John Stephens, MD, CFA, CFP®
Mike Sullivan, CFANEXT
Dana Sandoval, CFP®
My passion is to provide the same professional quality of advice to my clients as I did to my patients. I, and TCI, continue to elevate the Wealth Management role to that of other trusted advisors such as physician, accountant and attorney. I strive to further delineating the current sales style that currently plagues this industry. I truly enjoy helping clients be successful so that they are able to help their extended family and communities.
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.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) firstname.lastname@example.org