PhD, CFP®, CPA
Lighthouse Financial Management, LLC
Fee-Only fiduciary located in Westerly, RI. Services include investment management, tax planning/preparation, retirement, and estate planning.
Stephen C. Poplaski, PhD, CPA, CFP® is a Certified Public Accountant, (CPA) and a Certified Financial Planner™ Practitioner, (CFP®).
He has been with Lighthouse Financial Management, LLC since its start in January 2002. At the firm, Stephen’s primary focus is individual tax planning and preparation. He also provides consulting for clients who own business entities and works with our team of CFP practitioners on financial planning and investment management cases as needed.
In addition to his work at Lighthouse, 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.
Stephen 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 Ph.D. in Personal 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."
Stephen Poplaski is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Lighthouse Financial Management, LLC is an independent, “fee-only” advisory firm offering comprehensive financial planning services that are customized for each client's goals and life events. Our ongoing process helps clients with an informed and disciplined approach to decisions concerning their financial life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Personal Financial Planning
- Retirement Income Planning
- Investment Analysis, Portfolio Design, and Ongoing Management.
- Business Planning including profitability/operational analysis, and equity transition.
- Tax Planning and Individual Tax Preparation
- Rental Real Estate
- Retirees and Near Retirees
- Growing Families
- Business Owners
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Stephen Poplaski is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Stephen Poplaski is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Stephen Poplaski is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Stephen Poplaski is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Stephen Poplaski
85 Beach St
Westerly, RI 02891