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He Ma

CSP Financial Group LLC

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About He Ma

He Ma is a financial advisor with CSP Financial Group LLC, based in Scottsdale, Arizona. He is a registered Investment Advisor Representative with the State of Arizona and Texas. Ma has been in the financial industry since 2013 and has experience working with both individuals and businesses. He is also a licensed health insurance agent. Ma's areas of focus include Financial Planning, Portfolio Management, Retirement Planning, Insurance, and Education Seminars. Ma is passionate about helping his clients achieve their financial goals. He has worked at a variety of financial firms, including Transamerica Financial Advisors, Inc., PFS Investments, Inc., and Lifetime Financial Advisors.

Firm Information

He Ma is currently registered with CSP Financial Group LLC. CSP Financial Group LLC is a Scottsdale, Arizona-based firm with 12 licensed agents and 20 investment advisor representatives. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio analysis (MRI) services. They have approximately 600 clients, primarily individuals other than high-net-worth, and 5 pension and profit-sharing plans.
CSP Financial Group LLC

14300 NORTH NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

Not reported

Assets Under Management

600

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio analysis (mri) services

Portfolio analysis (mri) services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Co-advisor fees

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He Ma’s Registration & Firm History

AZ

06/10/2024 - Present

CSP Financial Group LLC (SCOTTSDALE AZ)

AZ

10/14/2014 - 11/30/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)

NJ

06/29/2013 - 08/21/2014

PFS INVESTMENTS INC. (TINTON FALLS NJ)

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Licenses & Designations

BC

Issued 11/27/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for He Ma.
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