Stephen Poplaski

Associate Professor,  College of Business


Contact Information
Stephen Poplaski
JWU offers students a way to bring the academic world to the real world, so that when they leave, they can apply what they’ve learned immediately.

Bio

Stephen C. Poplaski, Ph.D., CPA, CFP(r), is an assistant associate professor and program coordinator for the Certified Financial Planner Practitioner (CFP(r)) Certification Professional Education program at JWU Providence.

In private practice, he is the managing member of a fee-only, independent registered investment advisory firm representing high net-worth individuals and families. His academic research is focused on the behavioral aspects of financial decision-making, specifically intergenerational family transfers and the charitable behavior of Christians.

He serves on the National Association of Personal Financial Advisors’ national education committee and the university subcommittee working towards improving collaboration between academic researchers and practitioners.

Professional Memberships

  • American Institute of Certified Public Accountants (AICPA), 1985-present
  • Financial Planning Association, 2017-present
  • National Association of Personal Financial Advisors (NAPFA), 2012-present 

Certifications

  • RI Board of Accountancy: Certified Public Accountant (CPA)
  • American Institute of Certified Public Accountants (AICPA): Personal Financial Specialist (PFS)
  • Certified Financial Planning Board: Certified Financial Planner Practitioner (CFP®)