UBS Financial Services
47yrs
Top advisor by experience in Phoenix
13yrs
He Ma
Financial advisor at CSP Financial Group
He Ma has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Phoenix, Arizona. He has been with CSP Financial Group since 2024; before that, He spent seven years at Lifetyme Financial Advisors and a year at Transamerica Financial Advisors. CSP Financial Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 52% of advisors at CSP Financial Group
OfficePhoenix, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$384,058
Advisors at the firm21
States licensed ?2 states
Services through CSP Financial Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCSP Financial Group LLCCurrent firm
- 2017 – 2024Lifetyme Financial Advisors, LLCPreviously
- Oct 2014 – Nov 2015Transamerica Financial Advisors, LLCPreviously
- Dec 2013 – Aug 2014PFS Investments Inc.Previously
Contact He
(480) 600-9626Firm headquarters in Scottsdale, AZ. Ask for He. Phoenix, AZOffice · Get directions Facebook pageCSP Financial GroupIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask He
Tailored to He’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About He
How do I contact He?
Call CSP Financial Group at (480) 600-9626 and ask for He Ma. He works from the Phoenix, AZ office.
How long has He been a financial advisor?
He has been in the industry since 2013, about 13 years. More experience than 52% of advisors at CSP Financial Group.
What licenses does He hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is He a fiduciary?
He is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is He paid?
CSP Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask He for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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