Steve  Tepper,  CFP<sup>&reg;</sup> - Financial Advisor

Steve Tepper, CFP®

Northstar Financial Planners, Inc

1250 S. Pine Island Rd., Ste 275
Fort Lauderdale, FL 33324
(954) 693-0030

General

Steve Tepper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Northstar Financial Planners, Inc in Fort Lauderdale, FL and the surrounding communities.

Financial Advisor Overview

As a fee-only advisory firm, our mission is to help you make better decisions with your money: It’s what we have been doing for clients throughout the Fort Lauderdale area since our founding in 2000. Whether you find yourself in a complex situation, want to know if you are on track for retirement, or just need to know if you are making smart decisions in today’s environment, we can help.

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Financial Advisor Experience

Established in 2000, each senior advisor has over 20 years of relevant experience in financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Northstar Financial Planners is a fee-only independent registered investment advisor, registered with the U.S. Securities and Exchange Commission and various states as required by law.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources