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Stephen P. Ahern, CPA/PFS, CFP®,
MST
Shareholder
Experience:
Sullivan Bille, P.C., Shareholder, 2001
Senior Manager, 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

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