Arazon can bring clarity to your money and confidence to life's important money decisions.
Our advisors understand how much it means that you entrust your future to us; We think you deserve to know what that future looks like.
Our comprehensive service unlocks the freedom and power for you to pursue your dreams.
Our team will help you forge the straightest path to your specific financial goals. Learn more.
Disciplined investing and thorough communication will keep your portfolio aligned with its purpose. Learn more.
Our insurance specialists can integrate solutions into your plan, allowing you to live life confidently. Learn more.
A tax-sensitive approach to advice gives you the potential to reduce taxes over your lifetime. Learn more.
Our team can help you attract high-value employees and successfully transfer your business to the next generation. Learn more.
We can help you determine the best course to share your wealth and protect your legacy. Learn more.
You'll be empowered with the education, tools, and coordination to make your journey as simple and convenient as possible.Learn more.
Arazon's disciplined investment process keeps your portfolio aligned with its purpose. And at every stage of your journey, you'll get transparent communication to know exactly what's happening with your money and how it's being managed.
In 2009, after 15 years at CIGNA Financial Advisors and Sagemark Consulting, Mark Stephan was searching for ways to enhance the type of experience he provided his clients. Breaking away and creating Arazon Financial Group allowed him to do just that, giving him the freedom to provide objective advice and access to a wider range of financial solutions.
Mark's original vision continues to expand today. Arazon provides our clients a complete approach to managing their wealth, and our team members combine for more than 45 years of experience in the financial industry.
You won’t find the word “Arazon” in the dictionary. At the end of the day, the people we serve will come to define Arazon in their own terms. We hope that it means to them what we work so hard for it to be: their most trusted financial partner.
Managing Partner
As the founder of Arazon Financial Group, Mark’s primary responsibilities include developing and setting the vision and culture of the firm, as well as, managing client relationships. During the first 15 years of his career, he worked as a Financial Advisor at CIGNA Financial Advisors and Sagemark Consulting before deciding to start Arazon Financial Group in 2009. Today, Arazon Financial Group has five specialized team members who work together and strive to deliver a more optimized client experience.
Mark and his wife, Tierza, have two children, Tai and Cole. They have lived in Edina for the last 23 years. Mark's hobbies include; hockey, golf, running and traveling.
Wealth Advisor
Working in the financial services industry since 2012, Charley works directly with clients to help address their comprehensive personal and business planning needs. He's determined to create a stable environment for the people he works with and has been with Arazon Financial Group since November 2016.
Charley holds Series 6, Series 7, and Series 63 registrations held with LPL Financial as well as a Life, Accident & Health license. He is licensed and registered in Minnesota and Wisconsin.
A resident of St. Louis Park, Charley spends his free time watching Indiana Hoosier basketball, playing golf, and spending time with his girlfriend, Kati.
Client Relationship Manager
As the client relationship manager, Nic Romero strives to create an engaging experience for every client.
He attended St John University in Collegeville, MN where he majored in Management. He is also a graduate of GAMA International Essentials of Leadership.
Nic joined the financial services industry in 2003 as an agency producer for MSI. Shortly after entering the financial services business, Nic started his own insurance agency. After spending three years as an agent, he entered into field management where he received the Diamond Recruiter of the Year award twice, as well as, three Recruiting Specialist awards from GAMA International.
He has been actively involved in: GAMA International Leaders of Today and Tomorrow, NAIFA Young Advisors Team, Richfield Chamber of Commerce and the Twin Cities Muskies Inc. Chapter. He also serves as the BNI All About Business president.
Outside of work, Nic and his wife Michelle enjoy raising their son Jaxon. Nic is an avid outdoorsman and enjoys spending time hunting, fishing, and appreciating nature.
Arazon Financial Group partners with LPL Financial to give you the best of both worlds: an intimate relationship with us as your advisors, and the resources of the nation’s largest independent broker/dealer*.
LPL serves as our back office and supports our team in many ways: They equip us with advanced planning and investment research, they help to ensure that technology runs smoothly and transactions process efficiently, and they make sure that everything we do is fully compliant. When you invest with Arazon, LPL Financial also custodies your assets and provides you the safeguards to protect those assets.
To learn more about LPL Financial, visit lplfinancial.lpl.com.
* As reported in Financial Planning magazine, June 1996-2018, based on total revenues.
