Stephen Ahern Cpa/Pfs Cfp Aep Mst
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Stephen Ahern Cpa/Pfs Cfp Aep Mst Email & Phone Number

President, Founding Member | CERTIFIED FINANCIAL PLANNER™ Professional, CPA at Sachetta
Location: Lynnfield, Massachusetts, United States 13 work roles 5 schools
2 work emails found @wmallc.com 4 phones found area 978 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email s****@wmallc.com
Direct phone (978) ***-****
LinkedIn Profile matched
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Current company
Sachetta
Role
President, Founding Member | CERTIFIED FINANCIAL PLANNER™ Professional, CPA
Location
Lynnfield, Massachusetts, United States

Who is Stephen Ahern Cpa/Pfs Cfp Aep Mst? Overview

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Quick answer

Stephen Ahern Cpa/Pfs Cfp Aep Mst is listed as President, Founding Member | CERTIFIED FINANCIAL PLANNER™ Professional, CPA at Sachetta, based in Lynnfield, Massachusetts, United States. AeroLeads shows a work email signal at wmallc.com, phone signal with area code 978, and a matched LinkedIn profile for Stephen Ahern Cpa/Pfs Cfp Aep Mst.

Stephen Ahern Cpa/Pfs Cfp Aep Mst previously worked as President, Founding Member at Sachetta and President & Managing Member at Sachetta. Stephen Ahern Cpa/Pfs Cfp Aep Mst holds Ms, Taxation And Financial Planning from Bentley University.

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Email format at Sachetta

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*@wmallc.com
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AeroLeads found 2 current-domain work email signals for Stephen Ahern Cpa/Pfs Cfp Aep Mst. Compare company email patterns before reaching out.

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Profile bio

About Stephen Ahern Cpa/Pfs Cfp Aep Mst

At Sachetta, our mission is to provide clients with a trusted fiduciary relationship and comprehensive financial services. With over two decades of wealth management experience, my role as President emphasizes integrity, honesty, and accountability. We are dedicated to long-range planning and holistic financial solutions that reflect our clients' unique life goals.My tenure at Wealth Management Advisors, LLC honed my expertise in retirement planning, employee benefits, and financial planning, which I now bring to Sachetta. There, alongside a talented team, we strive to empower individuals, families, and businesses in Massachusetts through personalized financial strategies. Our approach is rooted in understanding our clients' aspirations, ensuring their financial plan supports every step of their journey.

Listed skills include Financial Planning, Investment Advisory, Estate Planning, Retirement Planning, and 46 others.

Current workplace

Stephen Ahern Cpa/Pfs Cfp Aep Mst's current company

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Sachetta
Sachetta
President, Founding Member | CERTIFIED FINANCIAL PLANNER™ Professional, CPA
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13 roles · 37 years

Stephen Ahern Cpa/Pfs Cfp Aep Mst work experience

A career timeline built from the work history available for this profile.

President, Founding Member

Current
Sachetta

Lynnfield, Ma, Us

Sachetta is a full-service wealth and tax advisory firm based in Lynnfield, Massachusetts. We offer comfortable, holistic financial services that support who you are and where you want to be.Sachetta offers the full spectrum of financial services, including financial planning, portfolio management, insurance, and tax planning & preparation, to individuals, families and businesses in Massachusetts. At Sachetta, we provide you with long-range planning for life’s road ahead.

Jan 2022 - Present

President & Managing Member

Sachetta

Lynnfield, Ma, Us

We understand that our clients cherish their time and want to spend it on family, leisure and unique experiences. While they are very interested in their financial future and typically quite knowledgeable, they are not nearly as interested in the mechanics of personal and business finance as we are. For them, the most challenging element in the wealth equation is finding an advisor they can trust enough to delegate. Wealth Management Advisors, LLC (WMA) is that advisor. We work with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service.

May 2000 - Dec 2021

Shareholder

Sullivan Bille, P.C.

Andover, Massachusetts, Us

Lead Tax Shareholder and High Net Worth Tax Advisor

Apr 2000 - Dec 2021

President And Member Of The Board Of Directors

Merrimack Valley Estate Planning Council

Educating and networking group for Estate Planning Professionals

May 2013 - May 2019

Member And Co-Chair Of Parish Finance Council

Saint Patrick Parish
May 1993 - Dec 2018

Member, School Finance Board

Saint Patrick Elementary School
1994 - 2012 ~18 yrs

Committee Chairman

Massachusetts Society Of Cpas - Financial Planning Committee
May 2005 - Apr 2007

Sr. Manager

Coopers & Lybrand

Gb

Northeast Leader of Corporate Executive Programs and Investment Management Consulting.

Oct 1994 - 2000

Sr. Associate

Cbiz Tofias

Personal Financial Planning & Tax Department

1990 - 1994 ~4 yrs

Sr. Associate

Weiss Accountancy

Working Sabatical to LA! Great Firm, Wonderful People!!

1990 - 1991 ~1 yr

Staff Associate

Derba, Yoshida & Company
Feb 1987 - Aug 1990
5 education records

Stephen Ahern Cpa/Pfs Cfp Aep Mst education

Ms, Taxation And Financial Planning

Bentley University

Entrepreneurship

The Strategic Coach

Gr Studies, Financial Planning

Boston University

Bsba, Accounting & Computer Science

Providence College

Education record

Burlington High School
FAQ

Frequently asked questions about Stephen Ahern Cpa/Pfs Cfp Aep Mst

Quick answers generated from the profile data available on this page.

What company does Stephen Ahern Cpa/Pfs Cfp Aep Mst work for?

Stephen Ahern Cpa/Pfs Cfp Aep Mst works for Sachetta.

What is Stephen Ahern Cpa/Pfs Cfp Aep Mst's role at Sachetta?

Stephen Ahern Cpa/Pfs Cfp Aep Mst is listed as President, Founding Member | CERTIFIED FINANCIAL PLANNER™ Professional, CPA at Sachetta.

What is Stephen Ahern Cpa/Pfs Cfp Aep Mst's email address?

AeroLeads has found 2 work email signals at @wmallc.com for Stephen Ahern Cpa/Pfs Cfp Aep Mst at Sachetta.

What is Stephen Ahern Cpa/Pfs Cfp Aep Mst's phone number?

AeroLeads has found 4 phone signal(s) with area code 978 for Stephen Ahern Cpa/Pfs Cfp Aep Mst at Sachetta.

Where is Stephen Ahern Cpa/Pfs Cfp Aep Mst based?

Stephen Ahern Cpa/Pfs Cfp Aep Mst is based in Lynnfield, Massachusetts, United States while working with Sachetta.

What companies has Stephen Ahern Cpa/Pfs Cfp Aep Mst worked for?

Stephen Ahern Cpa/Pfs Cfp Aep Mst has worked for Sachetta, Sullivan Bille, P.C., Merrimack Valley Estate Planning Council, Saint Patrick Parish, and Financial Planning Association Of Massachusetts (Fpama, Fpa Of Ma).

How can I contact Stephen Ahern Cpa/Pfs Cfp Aep Mst?

You can use AeroLeads to view verified contact signals for Stephen Ahern Cpa/Pfs Cfp Aep Mst at Sachetta, including work email, phone, and LinkedIn data when available.

What schools did Stephen Ahern Cpa/Pfs Cfp Aep Mst attend?

Stephen Ahern Cpa/Pfs Cfp Aep Mst holds Ms, Taxation And Financial Planning from Bentley University.

What skills is Stephen Ahern Cpa/Pfs Cfp Aep Mst known for?

Stephen Ahern Cpa/Pfs Cfp Aep Mst is listed with skills including Financial Planning, Investment Advisory, Estate Planning, Retirement Planning, Executive Compensation, Risk Management, Succession Planning, and Gift Tax.

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