Stephen Polan, CPA, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER™ professional
• CPA
• 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