SERVICES & SOLUTIONSCASE STUDIESOUR TEAMCONTACT USPARTNERSASSOCIATIONSFAQSNEWS

AKT BUSINESS TRANSITION ADVISORS TEAM


 
| Business Transitions |

Steve Mentzer



Phone
503.620.4489

Location
Senior Manager - Lake Oswego

Practice Areas
High Net Worth Individual Tax Planning, Personal Financial Planning


Certifications
CPA - Certified Public Accountant, CFP - Certified Financial Planner, CSEP - Certified Specialist in Estate Planning


Memberships/Boards
AICPA
FPA - Financial Planning Association


Education
BS in BA from Bryant University, Rhode Island


CPAs | Wealth Advisors | Retirement Plan Services | Benefit Advisors | International Services