Stephen H. Mentzer, CPA

Stephen H. Mentzer, CPA

  • Aldrich Group
  • Senior Manager
Aldrich Group

Aldrich Group

5665 S.W. Meadows Road
Suite 200
Lake Oswego, OR, 97035
United States

Aldrich Group

5665 S.W. Meadows Road,
Lake Oswego, OR 97035,
United States

Professional experience

Steve Mentzer’s areas of expertise include strategic tax planning and personal financial planning. He helps high-net-worth individuals and business owners assess their current financial situation and identify their financial goals. Steve builds long-term relationships with his clients and tailors his recommendations to fit the client’s unique needs. He is a member of the American Institute of Certified Public Accounts and the Financial Planning Association.

Educational background

Steve received his Bachelor of Science degree in business administration from Bryant University.

Expertise

Tax

Individual Tax - Divorce/Separation Tax Credits - Financial Planning

Credentials

Bachelor of Business Administration Certified Financial Planner Certified Public Accountant Certified Specialist in Estate Planning
Scroll to top of page