Joseph Sachetta, CPA/PFS, CFP, MBA, MST

Joe has been in the financial services industry for more than 25 years. Beginning his career in accounting, he established a CPA firm, Sachetta & Company, LLC, in 1984. After extensive interest from his clients, he broadened into the field of financial planning, and has been providing his clients with reliable financial advice for more than 10 years. Joe believes that his extensive knowledge of tax law gives his clients a significant advantage in creating a truly effective financial plan.

Always an active professional in the accounting, tax, and financial planning fields, Joe was an instructor for the Boston University Corporate Education Center for 18 years, and currently serves as the Chairman of the Board of Directors at the Everett Cooperative Bank. For over 20 years, Joe has given back to his community as a dedicated member of the Everett Rotary Club, having served as a past president and treasurer.

Joe lives in Lynnfield with his wife and two teenage sons. He is an avid sports fan who enjoys traveling to baseball parks across the country.

Joe may be reached by calling our office at 781-233-4138, or by email at jsachetta@sachetta.com.

Michael J. Callahan, CFP

Michael is a graduate of Merrimack College with a Bachelor’s degree in finance. He has since earned a Graduate Certificate in Financial Planning from Boston University, has obtained the Certified Financial Planner™ designation, and is in the process of earning a Master’s Degree in Taxation at Bentley College.

Michael believes that true, objective financial planning is the key to achieving financial independence. Many people would not plan a road trip without a proper map, but give little thought to the journey they face toward their own retirement. A comprehensive financial plan is your roadmap to the retirement of your dreams. Creating this plan and sticking to it over time is the only way to ensure that you reach the goals that you have set for yourself.

Michael’s personal experiences have led him to focus his practice on people with sudden wealth. Whether through an inheritance, a divorce settlement, or a retirement package from an employer, he knows how emotional and overwhelming this situation can be and will do whatever is necessary to help you make the difficult financial decisions that you may now face.

Michael may be reached by calling our office at 781-233-4138 or by email at mcallahan@sachetta.com.

Stephen Sachetta, CPA, MST

Stephen is a Certified Public Accountant and holds a Masters Degree in Taxation. He has a diverse background of experience in the public accounting field over the past 25 years, ranging from the former Big 8 to being one of the founding partners of Sachetta & Company. He specializes in the Restaurant and Food Service Industry and works with individuals and small businesses at developing them into flourishing companies while helping them to save tax dollars along the way.

Steve is an integral part of the Sachetta Financial Network, and is involved in all aspects of Accounting, Taxes, Finance and general business consultation. Active in the community, he currently sits as the incoming President and past Treasurer of the Everett Chamber of Commerce and as a Director on the North End Chamber of Commerce. He is a former Chairman of the Everett School Building Commission and a City Tax Assessor.

Stephen continues to live in Everett with his wife, Lisa, and 3 college age children. He claims York Beach, Maine as his summer vacation home and is a lover of sports memorabilia, wine and European travel.

Stephen may be reached by calling our office at 781-233-4138 or by email at ssachetta@sachetta.com