Stephen H. Mentzer, CPA
Aldrich Group
5665 S.W. Meadows RoadSuite 200
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