Steve Tepper

CFP®, MBA
Personal Finance, Retirement, Investing
91%
Helpful
4
Answers
6
Articles
10
Followers
“Steve offers an advisory relationship built on personal trust, creativity and integrity, serving as a fee-only registered investment advisor to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.”
Firm:

Northstar Financial Planners, Inc.

Job Title:

Chief Operations Officer

Biography:

Steve Tepper joined Northstar in May, 2007 as COO after 20 years in the corporate world in a variety of capacities, including Financial Planning and Analysis, Audit, Human Resources and Software Development. He runs the operations of Northstar, with responsibility for all back-office operations, compliance as well as long-range planning. In addition, he also assists the other advisors in monitoring, maintaining and rebalancing client portfolios. Just about everything except sales and marketing fall under his auspices.  He has a Master of Business Administration degree from Florida International University and an undergraduate degree in Liberal Arts from Miami University in Oxford, Ohio.

Steve has called South Florida home since 1985. His daughter Lian graduated from University of Central Florida and lives in Cocoa Beach. His son Jake is a junior in high school. Steve spends his spare time writing, playing guitar and bass, mourning the latest Cleveland professional sports team disappointment, and traveling.

CRD Number:

5424187

All Articles
Sort By:
Most Helpful
July 2017
    Investing, Bonds / Fixed Income
September 2017
    Social Security
December 2017
    Financial Planning, Personal Finance, Retirement
September 2017
    Personal Finance
October 2017
    Retirement, Retirement Plans

All Answers
Sort By:
Most Helpful
    IRAs, Taxes, Retirement Plans
If my wife and I already contribute to SIMPLE IRAs, can we also contribute to a traditional IRA to get a bigger tax deduction?
100% of people found this answer helpful

According to irs.gov, because you are covered by a retirement plan at work, the tax deductibility of contributions to a traditional IRA are not deductible if your joint modified AGI is greater than $119,000.

https://www.irs.gov/retirement-plans/2017-ira-deduction-limits-effect-of-modified-agi-on-deduction-if-you-are-covered-by-a-retirement-plan-at-work

April 2018
    Banking, Investing, Stocks, Insurance, Starting Out
At 21 years old, would it be wise to invest in CDs or go straight to financial market investments?
86% of people found this answer helpful
September 2018
    Real Estate, Taxes
Do commission fees count towards Capital Gains Tax?
50% of people found this answer helpful
October 2017
    Investing, Starting Out
Is the discounted cash flow model I completed for a company overvalued or undervalued?
last month