Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® Email and Phone Number

Founder and Managing Partner @ Brophy Wealth Management, LLC
Boston, MA, US
Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s Location
Greater Boston, United States
About Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®

Over the last 34 years I have helped people who have been referred to me by friends and family. Our relationship started by working closely together to paint a picture of how they would like their future to look. As a result of this collaboration, we have become partners on the road to achieving their dreams.I draw on my experiences as a tax accountant, an auditor of cities and municipalities, and a manager of corporate finance. I incorporate the knowledge I gained in obtaining my undergraduate degree in Accounting, and my Master of Science in Financial Planning. I have put an emphasis on continuing to learn and master my profession as evidenced by the designations I have studied hard for and earned.My greatest satisfaction comes from knowing that as a result of being a guide, and a confidante, I keep my clients eye on the prize, and witness the joy they experience when they accomplish their goals.Steve concentrates in the areas of: Tax Mitigation Services, Philanthropic Planning, Retirement Planning, Investment Management, Estate and Legacy Planning, Business Needs, Insurance/ Risk Management Strategies, and Education Planning.Steve is a proud husband and father of three. He enjoys his grandchildren enormously. In his free time he enjoys travel, cars and boating. DISCLOSURES* Stephen A. Brophy, in his individual capacity, is a Certified Public Accountant ("CPA") licensed by the State of New Hampshire Board of Accountancy. While Stephen A. Brophy may provide clients with certain financial planning and tax-related advice as part of an advisory engagement with BWM he does not render separate accounting services in his capacity as a CPABrophy Wealth Management, LLC is a Registered Investment Advisor.Certain representatives of Brophy Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/ SIPC.100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. Brophy Wealth Management, LLC is independent of APW Capital, Inc.Check the background of this firm on FINRA’s BrokerCheck.Securities are offered to residents of AL, AZ, CA, CT, FL, GA, IA, MA, MD, ME, NC, NH, NM, NY, OH, PA, RI, TN, TX, VA, VT, WI.

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s Current Company Details
Brophy Wealth Management, LLC

Brophy Wealth Management, Llc

View
Founder and Managing Partner
Boston, MA, US
Website:
brophywealth.com
Employees:
10
Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® Work Experience Details
  • Brophy Wealth Management, Llc
    Founder And Managing Partner
    Brophy Wealth Management, Llc
    Boston, Ma, Us
  • Brophy Wealth Management, Llc
    Founder & Managing Partner
    Brophy Wealth Management, Llc Oct 1994 - Present
    Bedford, Nh
  • Aurora Private Wealth, Inc.
    Registered Representative
    Aurora Private Wealth, Inc. Oct 2012 - Present
  • Lincoln Financial Securities Corp
    Registered Representative
    Lincoln Financial Securities Corp Jul 2008 - Oct 2012

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® Education Details

Frequently Asked Questions about Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®

What company does Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® work for?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® works for Brophy Wealth Management, Llc

What is Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s role at the current company?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s current role is Founder and Managing Partner.

What schools did Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® attend?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® attended College For Financial Planning, Siena College.

Who are Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s colleagues?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s colleagues are Alysha Brien, Luke Trotochaud, Cfp®, Crpc®, James Brophy Cfp®, Crpc®, Clu®, Sarah M. Nobert.

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