EVENTS
Financial Strategies for Dentists
- This event has passed.
DATE, TIME: December 5, | 10:00 am - 11:30 am
LOCATION:
LOCATION:
Cost:
Check-In: 9:40 AM
Cont. breakfast & refreshments provided during registration. (For special dietary requirements and additional information please contact our Media & Continuing Education Coordinator, Fernanda Parra, admin@sdcds.org or 619-275-7188)
Seminar Description:
Join us for an educational seminar presentation given by registered financial professionals. This presentation will help alleviate pain points of financial insecurity, empower you to take control over your financial circumstances and more. To learn more about Financial Strategies for Dentists, register today.
STEPHANIE TSANG CFP®, CHFC®, CEPA, FINANCIAL ADVISOR
Stephanie Tsang is a partner and has been a financial advisor with North Star since 2006, with most of her clients located in the greater Phoenix area, San Diego, Las Vegas and San Francisco. In 2018, Stephanie and her colleagues set the foundation for North Star Resource Group – Scottsdale as a boutique, client-centric, integrity-driven, comprehensive wealth management practice to cater to the needs of high income and high net worth clients.
As a leader in North Star’s Southwest Division, Stephanie mentors young advisors in the San Diego and Scottsdale offices and supports their growing practices. She also works with a varied client base—medical and dental professionals, business owners and 1099 employers, in addition to other emerging professionals. Her practice focuses on comprehensive business and personal financial strategies while incorporating a creative and holistic approach.
Mikaela Doe, Financial Advisor
Mikaela Doe is a financial advisor based in North Star’s San Diego office. Mikaela works largely with medical and dental professionals, focusing on providing individuals and families with the tools they need to become financially secure and pass good habits on to the next generation. Growing up, her parents made her feel very financially secure. They were small business owners who were proactive about their own financial health and sought the guidance of financial advisors. Although Mikaela had a strong foundation of financial education, she understands not everyone is as fortunate. Mikaela guides her clients with an action plan of their financial strategy and goals. She also provides education and guidance for her clients to plan for the rest of their lives. This career isn’t about numbers for her. It is about changing families’ lives forever. If you’re looking for a financial advisor you can trust, who understands the unique challenges you face as a busy young professional, Mikaela would love to meet you. Mikaela is originally from Huntington Beach, Calif., graduated from the University of San Diego with a Bachelor’s in finance and real estate, and is now furthering her career in San Diego. Outside of work, she enjoys soccer, wakeboarding, tennis, and DJing.
Financial Professionals do not provide tax or legal advice, and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation
Stephanie and Mikaela are registered representatives and investment advisor representatives of Securian Financial Services, Inc Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC . North Star Resource Group is independently owned and operated. 9370 Sky Park Ct #150, San Diego, CA 92123. 4938328/DOFU 9-2022
