Allworth Financial
47yrs
Top advisor by experience in Folsom
29yrs
Stephen Ahern is a fiduciary financial advisor in Folsom, California, with 29 years in the industry. Stephen joined Allworth Financial in 2026, after five years at Sachetta and 22 years at Wealth Management Advisors. Stephen’s designations include CFP® and CPA/PFS.
One of 329 advisors with offices in Folsom, and one of 282 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office340 Palladio Parkway. Suite 501, Folsom, CA 95630
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowAllworth Financial, L.P.Current firm
- 2022 – 2026Sachetta, LLCPreviously
- 2000 – 2022Wealth Management Advisors, LLCPreviously
Contact Stephen
Local office(916) 357-5287Ask for Stephen. (916) 482-2196Main office 340 Palladio Parkway. Suite 501Folsom, CA 95630Office · Get directions Firm websiteallworthfinancial.com
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Stephen’s local office at (916) 357-5287 or the Allworth Financial main office at (916) 482-2196, and ask for Stephen Ahern.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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