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Stephen Poplaski (CFP®, CPA, PhD)

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

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

Planning Specialties

Stephen C. Poplaski, PhD, CPA, CFP® is a Certified Public Accountant and a Certified Financial Planner™ Practitioner. Stephen’s primary focus is individual tax planning and preparation at the firm. He also provides consulting for clients who own business entities and works with our financial planning team.

Stephen holds a Bachelor of Science degree in Accounting, a Master of Business Administration degree in Finance, and a Ph.D. in Personal Finance.

Stephen has taught courses at the undergraduate and graduate level in personal financial planning, corporate analysis and valuation, individual income tax, and applied behavioral finance. He also serves as a member of the Kansas State University's National Advisory Board for undergraduate and graduate degree programs in financial planning and is a peer reviewer for the "Journal of Financial Planning."

He and his wife Maureen reside in Narragansett, RI where they enjoy spending time with family and friends, playing tennis, cooking, and long walks on the beach.

NAPFA Start Date

March 23, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

23 Broad Street Westerly, RI 02891 Phone: (401) 348 1213 Fax: (401) 633 6324
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