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RICHARD A. STEBBINS CPA CFP CMFC
Richard A. Stebbins CPA CFP CMFC is a state-registered investment adviser. The firm manages approximately $12 million in regulatory assets. It has 1 employee...
Overview
Richard A. Stebbins CPA CFP CMFC is a state-registered investment adviser. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
Richard A. Stebbins
Principal
Frequently asked questions
What does the firm's name reveal about its service model?
The name itself is a service map. Richard A. Stebbins holds Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Chartered Mutual Fund Counselor (CMFC) designations. This means one individual can prepare the tax return, build the comprehensive financial plan, and construct the mutual fund allocation for a client family. Most advisory practices separate these functions, but Stebbins' model bundles tax preparation, planning, and investment management into a single fiduciary point of contact.
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