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Stephen P. Ahern, CPA/PFS, CFP, MST
Shareholder

Experience:
Sullivan Bille, P.C., Shareholder, 2001
                              Senior Manager, 2000
Wealth Management Advisors, LLC, President, 2000
PricewaterhouseCoopers, Senior Manager - Tax
  Practice Leader for Corporate Executive Programs &
  Individual Asset Management Consulting Services for the Northeast

For over twenty years Stephen has provided financial, investment, estate and tax planning and business consulting to a diverse base of clients. Currently, his clients include key top-level executives, high-net-worth families, business owners, venture capitalists and entrepreneurs. Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written a number of articles on tax, investment, education and estate planning.

Education/Certifications:
Providence College, Bachelor of Science Degree - Business Administration
  Accounting & Computer Science
Bentley University, Masters in Taxation
Boston University Program for Financial Planners

Professional Affiliations/Civic Activities (Past and Present):
American Institute of Certified Public Accountants
  Personal Financial Planning Division
Massachusetts Society of Certified Public Accountants, Inc.
  Personal Financial Planning Committee
    Former Chairman
Financial Planning Association of Massachusetts
  Former Chairman, President and Treasurer
  Former Chairman of the Programming Committee
Saint Patrick Parish in Stoneham, MA
  Chairman of the Parish Finance Council
  School Finance Advisory Council
  Capital Campaign Committee
Middlesex Fells Zoological Society
  Former President of the Board of Directors
Commonwealth Zoological Corporation
  Former Member of the Board of Trustees
Paladin Registry - 5 Star Rated Financial Advisor
National Association of Personal Financial advisors (NAPPA) -
  registered advisor
MD Preferred Financial Advisor, Registered Provider
BrightScope

 

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