AeroLeads people directory · profile
Steven A. Stern, Cpa Email & Phone Number
Partner and CFO
at
Shepherd Wealth Group
1 work email found
@sternconsultingusa.com
2 phones found area 914
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and CFO
Location
Armonk, New York, United States
Company size
Who is Steven A. Stern, Cpa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steven A. Stern, Cpa is listed as Partner and CFO at Shepherd Wealth Group, a company with 11 employees, based in Armonk, New York, United States. AeroLeads shows a work email signal at sternconsultingusa.com, phone signal with area code 914, and a matched LinkedIn profile for Steven A. Stern, Cpa.
Steven A. Stern, Cpa previously worked as Managing Partner at Shepherd Wealth Group and Managing Member at Stern Business Management. Steven A. Stern, Cpa holds Bachelors Of Science, Accounting from University At Albany.
Company email context
Email format at Shepherd Wealth Group
This section adds company-level context without repeating Steven A. Stern, Cpa's masked contact details.
*@sternconsultingusa.com
68% confidence
AeroLeads found 1 current-domain work email signal for Steven A. Stern, Cpa. Compare company email patterns before reaching out.
Profile bio
About Steven A. Stern, Cpa
Income Tax Reduction for Profitable Business Owners Through Custom Qualified PlansNYS Certified Public Accountant (CPA)Business and Individual Tax Preparation, Planning & Advisory ServicesFinancial Statement PreparationOutsourced Business Accounting ProcessesAccount Analysis & Reconciliations
Listed skills include Accounting, Financial Statements, Auditing, Financial Analysis, and 27 others.
Current workplace
Steven A. Stern, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Shepherd Wealth Group
7 roles
Steven A. Stern, Cpa work experience
A career timeline built from the work history available for this profile.
Managing Partner
CurrentShepherd Wealth Group is an advanced planning firm that maintains a tax efficient focus in all areas of expertise, not just by life but on an intergenerational basis as well. SWG exclusively dwells in the self-employed, high and ultra-high net worth communities, with a special focus on absolute returns through large annual income tax reduction. At SWG the.
Jul 2019 - Present
Managing Member
CurrentStern Business Management focuses on providing personalized professional services to small and medium sized businesses and individuals.Our specialty is proactive planning and outsourced services for profitable businesses.
Sep 2010 - Present
Member, Director Of Accounting
Weiss, Orro, & Stern is a second generation family owned business providing Accounting, Tax, and Estate services to our local community and the greater tri-state area for over 30 years.
Jan 2013 - Dec 2017
Senior Accountant
Jul 2008 - Sep 2010
Staff Accountant
Sep 2006 - Jun 2008
Financial Operations Intern
Jul 2005 - Aug 2005
3 education records
Steven A. Stern, Cpa education
Bachelors Of Science, Accounting
Business
Education record
Walter Panas High School
FAQ
Frequently asked questions about Steven A. Stern, Cpa
Quick answers generated from the profile data available on this page.
What company does Steven A. Stern, Cpa work for?
Steven A. Stern, Cpa works for Shepherd Wealth Group.
What is Steven A. Stern, Cpa's role at Shepherd Wealth Group?
Steven A. Stern, Cpa is listed as Partner and CFO at Shepherd Wealth Group.
What is Steven A. Stern, Cpa's email address?
AeroLeads has found 1 work email signal at @sternconsultingusa.com for Steven A. Stern, Cpa at Shepherd Wealth Group.
What is Steven A. Stern, Cpa's phone number?
AeroLeads has found 2 phone signal(s) with area code 914 for Steven A. Stern, Cpa at Shepherd Wealth Group.
Where is Steven A. Stern, Cpa based?
Steven A. Stern, Cpa is based in Armonk, New York, United States while working with Shepherd Wealth Group.
What companies has Steven A. Stern, Cpa worked for?
Steven A. Stern, Cpa has worked for Shepherd Wealth Group, Stern Business Management, Weiss, Orro, & Stern, Raich Ende Malter & Co., Llp, and Pepsi Beverages Company.
How can I contact Steven A. Stern, Cpa?
You can use AeroLeads to view verified contact signals for Steven A. Stern, Cpa at Shepherd Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Steven A. Stern, Cpa attend?
Steven A. Stern, Cpa holds Bachelors Of Science, Accounting from University At Albany.
What skills is Steven A. Stern, Cpa known for?
Steven A. Stern, Cpa is listed with skills including Accounting, Financial Statements, Auditing, Financial Analysis, Tax, Account Reconciliation, Bookkeeping, and Corporate Tax.
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