Stephen Colella serves as the Managing Director at Reagan & Company PC, a distinguished CPA firm that has been a trusted partner for closely held businesses, their owners, and families since 1950. With a deep commitment to holistic financial advisory services, Stephen excels in guiding...
Stephen Colella serves as the Managing Director at Reagan & Company PC, a distinguished CPA firm that has been a trusted partner for closely held businesses, their owners, and families since 1950. With a deep commitment to holistic financial advisory services, Stephen excels in guiding clients through complex financial landscapes, particularly during times of transition and evolving family dynamics. His expertise encompasses a wide range of areas, including personal CFO services, estate and trust administration, and comprehensive financial planning.
At Reagan & Company, Stephen leads key projects that focus on wealth management strategies tailored to individual client needs. He is particularly adept at navigating the intricacies of business formation, succession planning, and mergers and acquisitions, ensuring that entrepreneurs and family businesses are well-prepared for future challenges. His approach emphasizes collaboration with clients and their teams of advisors, fostering an environment where financial goals can be achieved through informed decision-making.
Stephen's skill set also includes retirement and education planning, cash flow management, and risk management strategies, making him a versatile resource for families and non-profits alike. His dedication to philanthropic planning ensures that clients can effectively integrate charitable giving into their financial strategies, enhancing their legacy while supporting causes they care about. With a strong foundation in accounting and tax advisory services, Stephen Colella is not only a financial expert but also a trusted advisor who empowers his clients to navigate their financial journeys with confidence and clarity.
