Email address: steve@northstarplanners.com
Office phone: 954-693-0030
Steve Tepper, MBA, CFP®
Vice President | Chief Operating Officer | Chief Compliance Officer | Senior Financial Advisor
When Steve started at Northstar Financial Planners in 2007, he wanted to shift from a multinational corporation with thousands of employees to a small “family” business where he knew team members and clients alike.
As a senior financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Steve appreciates when he can draw on his background to help corporate employees make sense of benefits, optimize stock options, reduce taxes, and plan for retirement.
As managing partner, Steve touches on all company areas, including accounting, human resources, information technology, risk management, and compliance.
Fun Facts
A Fort Lauderdale resident, Steve has visited 20 countries and counting.
His favorite food is his homemade Chinese dumplings.
A musician (guitar, bass, and voice), Steve’s favorite jam band is the String Cheese Incident.
He loves world cinema and old-timey movies.
Steve ran a marathon at age 51.
Education, Certifications, and Memberships
CERTIFIED FINANCIAL PLANNER™, CFP Board
Master of Business Administration, Finance, Florida International University
Bachelor of Arts, Liberal Arts, Miami University (Ohio)