Stephen Ahern Cpa/Pfs Cfp Aep Mst Email and Phone Number
Stephen Ahern Cpa/Pfs Cfp Aep Mst work email
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Stephen Ahern Cpa/Pfs Cfp Aep Mst personal email
Stephen Ahern Cpa/Pfs Cfp Aep Mst phone numbers
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.
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President, Founding MemberSachetta Jan 2022 - PresentLynnfield, Ma, UsSachetta 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.
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President & Managing MemberSachetta May 2000 - Dec 2021Lynnfield, Ma, UsWe 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.
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ShareholderSullivan Bille, P.C. Apr 2000 - Dec 2021Andover, Massachusetts, UsLead Tax Shareholder and High Net Worth Tax Advisor -
President And Member Of The Board Of DirectorsMerrimack Valley Estate Planning Council May 2013 - May 2019Educating and networking group for Estate Planning Professionals
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Member And Co-Chair Of Parish Finance CouncilSaint Patrick Parish May 1993 - Dec 2018
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Member Of The Board & President, Chairman, TreasurerFinancial Planning Association Of Massachusetts (Fpama, Fpa Of Ma) 2000 - Dec 2014Denver, Colorado, UsJoin FPA of MA to Educate, Advocate and Elevate the Financial Planning Profession. -
Member, School Finance BoardSaint Patrick Elementary School 1994 - 2012
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Committee ChairmanMassachusetts Society Of Cpas - Financial Planning Committee May 2005 - Apr 2007
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Sr. ManagerCoopers & Lybrand Oct 1994 - 2000GbNortheast Leader of Corporate Executive Programs and Investment Management Consulting. -
Sr. ManagerCoopers & Lybrand Oct 1994 - 2000Gb
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Sr. AssociateCbiz Tofias 1990 - 1994Personal Financial Planning & Tax Department
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Sr. AssociateWeiss Accountancy 1990 - 1991Working Sabatical to LA! Great Firm, Wonderful People!!
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Staff AssociateDerba, Yoshida & Company Feb 1987 - Aug 1990
Stephen Ahern Cpa/Pfs Cfp Aep Mst Skills
Stephen Ahern Cpa/Pfs Cfp Aep Mst Education Details
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Bentley UniversityTaxation And Financial Planning -
The Strategic CoachEntrepreneurship
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Boston UniversityFinancial Planning
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Providence CollegeAccounting & Computer Science
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Burlington High School
Frequently Asked Questions about Stephen Ahern Cpa/Pfs Cfp Aep Mst
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 the current company?
Stephen Ahern Cpa/Pfs Cfp Aep Mst's current role is President, Founding Member | CERTIFIED FINANCIAL PLANNER™ Professional, CPA.
What is Stephen Ahern Cpa/Pfs Cfp Aep Mst's email address?
Stephen Ahern Cpa/Pfs Cfp Aep Mst's email address is sa****@****epc.com
What is Stephen Ahern Cpa/Pfs Cfp Aep Mst's direct phone number?
Stephen Ahern Cpa/Pfs Cfp Aep Mst's direct phone number is +197868*****
What schools did Stephen Ahern Cpa/Pfs Cfp Aep Mst attend?
Stephen Ahern Cpa/Pfs Cfp Aep Mst attended Bentley University, The Strategic Coach, Boston University, Providence College, Burlington High School.
What skills is Stephen Ahern Cpa/Pfs Cfp Aep Mst known for?
Stephen Ahern Cpa/Pfs Cfp Aep Mst has skills like Financial Planning, Investment Advisory, Estate Planning, Retirement Planning, Executive Compensation, Risk Management, Succession Planning, Gift Tax, Income Tax, Tax Preparation, Tax Planning, Estate Administration.
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