Stephen Patrick Ahern,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen Patrick Ahern, CFP®

CPA/PFS, AEP®

President

Sachetta, LLC

600 Market St, Ste 684
Lynnfield, MA 01940-4220
FINANCIAL ADVISOR'S WEBSITE
(877) 448-3400
(781) 367-5199

General

Stephen Ahern is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sachetta, LLC in Lynnfield, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - MS-Taxation

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Real Estate, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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