Stephen Staudinger : CPA, CFP ®, Financial Advisor

Transient

Stephen is a Certified Public Accountant and a Certified Financial Planner professional. He has teamed up with the partners of Portland Wealth Management to offer comprehensive tax planning and investment strategies.
 
Stephen began his accounting career in 1982 as a Revenue Agent for the IRS, obtaining his CPA license in 1993.  In 1996, Stephen began his investment career as a financial advisor with Dean Witter Reynolds. In 1999, Stephen returned to practice as a CPA, while maintaining his investment license. In 2001, he obtained the CFP® designation.  In 2002, he started his own CPA practice, specializing in taxes, which is still in existence today.
 
Stephen has a Bachelor of Science with a major in accounting from Montana State University. He is a member of the Oregon Society of CPA's and has held various positions within the organization's committees. 
 
Stephen is married to his wife Shelley and has two children, Alison and Malcolm. He is an active member of the Fort Vancouver Lions club and has held various officers positions with the club.
 
Tax preparation services are not endorsed by nor affiliated with Portland Private Wealth Management, Inc.