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Steve Tepper, CFP®, MBA

Steve Tepper, CFP®, MBA

Financial Consultant

location of Steve Tepper, CFP®, MBAFort Lauderdale, Florida, United States

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  • Timeline

  • About me

    Chief Operations Officer at Northstar Financial Planners

  • Education

    • Miami University

      -
      Bachelor's Degree Liberal Arts and Sciences/Liberal Studies

      Activities and Societies: Cow tipping Blood donation for beer money

    • Florida International University - College of Business Administration

      1993 - 1995
      Masters Business Adminstration Finance, General

      Activities and Societies: MBA-Finance Finance, Economics, Statistics, Accounting, Marketing, Technology, Management, Late-Night Cram Sessions, Liberal intake of Jolt Cola

  • Experience

    • Ryder System, Inc.

      Jan 1988 - Jan 1999
      Financial Consultant

      Financial planning and analysis. Budgeting and forecasting. Also worked in Human Resources and Policy and Procedures departments.

    • Carnival Corporation

      Jan 1999 - Jan 2006
      Director Operations Analysis

      Comparative financial and operational analysis between Carnival Corporation cruise brands. Pro forma financials and forecasting. Mergers and acquisitions.

    • Northstar Financial Planners, Inc.

      Jan 2007 - now
      Chief Operations Officer

      Northstar Financial Planners is an independent, fee-only Registered Investment Advisory firm dedicated to helping clients make better decisions with their money. We base everything we do on our clients' needs and goals, starting with the construction of their investment portfolio and financial plan. We designed our highly consultative process to make sure our recommendations evolve as our clients' lives do. That way, clients can quit focusing on their money, giving their attention to the people and experiences that matter most to them. Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER (TM)

      CFP Board of Standards
      Jun 2010

  • Volunteer Experience

    • Past Board President/Trustee

      Issued by River of Grass UU Congregation on Dec 1999
      River of Grass UU CongregationAssociated with Steve Tepper, CFP®, MBA

    • President

      Issued by BNI Profit Partners on Oct 2015
      BNI Profit PartnersAssociated with Steve Tepper, CFP®, MBA

    • President, Vice President

      Issued by Miami Lakes Jaycees on Oct 1987
      Miami Lakes JayceesAssociated with Steve Tepper, CFP®, MBA