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A. Stephen Hueston IV, CPA, CFP®

A. Stephen Hueston IV, CPA, CFP®

In-Charge Accountant

Followers of A. Stephen Hueston IV, CPA, CFP®705 followers
location of A. Stephen Hueston IV, CPA, CFP®Sarasota, Florida, United States

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  • Timeline

  • About me

    CFO - Hueston Financial Services D/O Financial Trust Asset Management

  • Education

    • University of South Florida Sarasota-Manatee

      2016 - 2018
      Bachelor's degree Accounting

    • Cardinal Mooney Catholic High School

      2008 - 2011
      High School Diploma General Studies

    • University of Florida

      2013 - 2016
      Bachelor's degree Finance, General

  • Experience

    • Anthony Hueston Iii Cpa

      May 2016 - Mar 2018
      In-Charge Accountant

      Bookkeeper/Personal & Corporate Income Tax Preparer

    • HCA Asset Management

      Mar 2018 - Jan 2019
      Consultant

      Inventory Asset Manager

    • Kerkering Barberio

      Jan 2019 - Oct 2020

      • Senior Accountant

        Jul 2020 - Oct 2020

      • In-Charge Accountant

        Jan 2019 - Jun 2020

    • Hueston Financial Services LLC

      Oct 2020 - now
      Owner

      Licensed CPA & Financial Planner that specializes in providing investment advice to businesses and individuals

    • Anthony Hueston Iii Cpa

      Oct 2020 - now
      Tax Accounting Manager

    • Financial Trust Asset Management

      Feb 2025 - now
      Chief Financial Officer

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2023

    • Series 65

      NASAA
      Dec 2021

    • Certified Public Accountant

      Florida Department of Business and Professional Regulation
      Feb 2020