Stephen C. Poplaski, CPA, CFP®Professional Licenses
Stephen C. Poplaski, CPA, CFP® is a Certified Financial Planner™ , (CFP®), professional and a
Certified Public Accountant, (CPA), licensed in Connecticut, Rhode Island and Florida. In 1997, he became a Personal Financial Specialist, (PFS), the first CPA specialty accredited by the American Institute of Certified Public Accountants.
Education
Mr. Poplaski holds a Bachelor of Science in Accounting degree, a Master of Business Administration in Finance degree, and a Master of Science in Financial Planning degree.
Private Practice
In his private practice, he has over twenty years experience providing management consulting, financial planning, investment management, accounting and tax services for individuals, business entities and their owners.
Teaching
Connecticut College (Economics Department), University of New Haven (Accounting Department), Johnson & Wales University (Management Department), and Bryant University (Finance Department and Executive Development Center for the CFP® Education Program). Presently at Johnson & Wales University and Bryant University, his course schedule includes retirement planning and employee benefits, estate and income tax planning, fundamentals of financial management and investments.
He has also presented numerous financial planning seminars for investment/insurance professionals and employer educational programs for employee participants of qualified retirement programs. Topics include investment basics, portfolio construction and retirement planning.
