Stephanie Ford, CDFA®, CRPC®
Regional Vice President
Stephanie is an exceptional financial advisor that specializes in financial and estate strategies and asset allocation. Stephanie graduated summa cum laude from Southern New Hampshire University with a Bachelor of Science in Finance. With over 14 years of experience, she is able to develop comprehensive financial strategies for her individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.
Stephanie holds her Series 6, 7 and 63 registrations through LPL Financial and her Series 66 through LPL Financial and Householder Group Estate and Retirement Specialists. She is also licensed through the state of Arizona for life insurance. In addition to the Chartered Retirement Planning Counselor (CRPC®) designation, she also holds her Certified Divorce Analyst (CDFA®) designation and has helped many clients going through a difficult emotional divorce and assisted them in making the best financial decisions for their future financial goals and objectives.
Stephanie has partnered with Householder Group because they share her dedication to the same goals and objectives, which she believes are necessary to achieve successful outcomes for her clients with integrity and transparency. Like Householder Group, Stephanie’s focus is on developing and implementing tax strategies and estate-planning techniques endeavoring to reduce income and estate taxes for her clients. In addition, Stephanie is able to leverage the availability of sophisticated investment strategies that enable her to focus on working towards capital preservation and multi-generational wealth preparation for her clients. Stephanie offers a depth of knowledge in many of the critical areas of the financial landscape. She has the experience, education, and vital tools to help her clients design and implement a strategic plan to pursue their individual financial goals.
Stephanie was born in Tucson but with her parents serving in the military during her childhood, she spent most of her childhood in England and Ohio prior to moving back to Tucson. When Stephanie isn’t helping her clients, she loves to spend time with her family including supporting her children in sporting and extracurricular activities. Growing up, she enjoyed playing softball and basketball.
We don’t represent a group of investment products, we represent you.
Office Location:
2030 E Speedway Blvd,
Suite 120
Tucson, AZ 85719-4750
Chartered Retirement Planning Counselor SM or CRPC®
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Certified Divorce Financial Analyst® (CDFA®).
The Certified Divorce Financial Analyst® (CDFA®) designation is issued by The Institute for Divorce Financial Analysts (IDFATM), which is a national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
Founded in 1993, IDFATM provides specialized training to accounting, financial, and legal professionals in the field of pre‐divorce financial planning. Over the years, IDFATM has certified more than 5,000 professionals in the U.S. and Canada as Certified Divorce Financial Analysts® (CDFAs®). The CDFA® designation is available to individuals who have a minimum of three years’ experience as a financial professional, accountant, or matrimonial lawyer. To acquire the designation, a candidate must successfully pass all exams and be in good standing with their broker dealer (if applicable) and the FINRA/SEC or other licensing or regulatory agency.
To earn the designation, the participant must complete a series of self‐study course modules and pass an examination for each module. The American module topics are:
• Financial and legal issues of divorce
• Advanced financial issues of divorce
• Tax issues of divorce
• Working as a CDFA: case studies