Stephen Poplaski (CFP®, CPA/PFS, CPA®, MBA, MSFP, PhD)

Stephen Poplaski focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Plan Investment Advice

Planning Specialties

Stephen is a Certified Financial Planner™ (CFP®) Professional, and a Certified Public Accountant (CPA), licensed in Rhode Island and Florida. In 1997, he was certified as a Personal Financial Specialist (PFS), the first CPA specialty accredited by the American Institute of Certified Public Accountants. He holds a Bachelor of Science degree in Accounting, a Master of Business Administration degree in Finance, a Master of Science degree in Financial Planning, and a PhD in Personal Finance. 

In the academic community while at Bryant University he taught courses in the Finance Department and at the Executive Development Center as part of its CFP® Education Program. Courses included retirement planning and employee benefits, estate and income tax planning and financial management. Stephen is currently a full time faculty member at Johnson & Wales University's Feinstein Graduate School teaching income tax and finance courses. He is also the program coordinator for JWU's CFP® Board Registered Program.   

Professional and community activities include membership in the Education Committee for the National Board of NAPFA and the Editorial Review Board for the Journal of Financial Planning. He is also the chair of the Finance Committee for his local church.

He and his wife Maureen reside in South Kingstown, Rhode Island where they enjoy spending time with family and friends, playing tennis and walks at the beach. 

 

NAPFA Start Date

March 23, 2009

Submit
Submit

This Office

85 Beach St Bldg D Unit 17A Westerly, RI 02891-2717 Phone: (401) 596-3392 Fax: (401) 596-3332