Stephen J. Hazel
MAGNIFICENT LIFE FINANCIAL PLANNING
TEMPE, AZ 85284
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CRD#: 5581727
Professional summary
Stephen Jeffrey Hazel, CFP®, who also goes by Stephen J. Hazel, Steve Hazel, is a registered financial advisor currently at MAGNIFICENT LIFE FINANCIAL PLANNING located in Tempe, Arizona.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Stephen has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
I am driven by a strong passion to be of service to individuals on a personal level concerning financial & tax planning. I am a CFP® Professional who transitioned to the financial planning business in 2008.
After first working as an advisor for other companies, I saw an opportunity to found my own firm, Hazel Financial, in 2014 to focus on financial life planning for individuals and business owners. To further align my work in helping clients achieve their life goals and connect their life with their money, in 2018 Hazel Financial began doing business as Magnificent Life Financial Planning.
I truly believe in education —my own and teaching others. My father was an ASU professor and my mother a teacher and administrator in elementary education. I initially studied physics and engineering at Occidental College in Eagle Rock, Calif., ultimately graduating from Arizona State University with a bachelor’s in Asian languages. (I speak Japanese conversationally.) After a few years in the business environment, I earned my MBA from Grand Canyon University, while working full time. Through continuing education and participation in industry forums, I stay abreast of current industry products, standards, and practices to maintain my position as an invaluable resource to my clients. As a devoted educator, I teach financial courses at Rio Salado College and have been actively involved in my community, serving on various charitable boards and organizations in support of education.
I am a six-time Ironman finisher and 10-time finisher of the San Diego Rock & Roll Marathon. A long-time Arizona resident, I am the proud father of two sons and a daughter and enjoy reading, hiking, and outdoor activities.
If you think you would like to have an initial conversation with me, please click here.
Question & Answer
What are your service offerings?
Business Succession Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Insurance Planning
Retirement Planning
Small Business Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Divorce Planning
Estate & Generational Planning...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Stephen J. Hazel | Steve Hazel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Steve Hazel owns and operates BoyerHazel & Co., LLC, a management and consulting service business. This business is not investment related. The business address is 1611 E Warner Rd., Suite 4, Tempe, AZ 85284. Steve Hazel started this business in December 2023. He spends approximately 2-5 hours per month on this business activity, none during trading hours. Steve serves primarily as the director of operations of this business. Steve, as an individual, also provides training to a financial planning organization. Steve began this activity in March 2023. Steve spends approximatley 2 hours per month, generally during trading hours, on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Jeffrey Hazel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
March 26, 2014 - Present
MAGNIFICENT LIFE FINANCIAL PLANNING
Office #1: 1611 E Warner Rd Suite 4, Tempe, AZ 85284RIA
CRD#: 170765
TEMPE, AZ
Past
April 21, 2009 - February 6, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
TEMPE, AZ
Past
April 3, 2009 - February 6, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TEMPE, AZ
Past
November 5, 2008 - April 1, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SCOTTSDALE, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(3/26/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MAGNIFICENT LIFE FINANCIAL PLANNING
HAZEL FINANCIAL, PLC | MAGNIFICENT LIFE FINANCIAL PLANNING | HAZEL FINANCIAL, PLC DBA MAGNIFICENT LIFE FINANCIAL PLANNING
CRD#: 170765 / SEC#:
Arizona
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Contact information
Main Address
1611 E Warner Rd. Suite 4, Tempe, AZ 85284
Mailing Address
Phone number
(480) 219-6508
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 355 |
| AUM (Assets Under Management) | $ 54,058,850 |
Red Flags
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