Stephen Polan, CPA, PFS

Senior Wealth Advisor, Managing Director

Bethesda, MD

Designations

  • Certified Public Accountant
  • Personal Financial Specialist

 

Work Experience

  • Works with individuals, families, and corporate executives providing investment advisory services and financial & tax counseling
  • Served as a principal at Prime Investment Advisors, which he founded in 1991 having initially established a CPA practice in 1986 serving executives in the telecommunications industry with a focus on executive compensation and employee stock incentives
  • Began his tax career with Ernst & Young, working in their D.C. office in the late 1970s
  • Spent six years with MCI Communications Corporation in their tax department

 

Life Outside of MAI 

  • Steve enjoys biking, traveling, and spending time with grandchildren

 

Education

  • University of Maryland, BS in Accounting
  • University of Baltimore, MS in Tax

We look forward to learning about your financial goals.

CONTACT