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Steve Candelario, CPA

Partner

Top 5 Things to Know About Steve

  • Advises RIAs, private foundations, and closely held businesses
  • Brings specialized experience in investment management and surprise custody exams
  • Helps clients with cash flow, compensation, and financial planning decisions
  • Supports private foundations with audits, reviews, and distribution planning
  • Invested in mentoring younger professionals within the firm

Stephen Candelario works with registered investment advisors, private foundations, and closely held businesses on a range of audit, advisory, and financial matters. Clients value his energy, accessibility, and ability to help them think through complex issues with greater clarity and confidence.

His experience includes surprise custody exams for RIAs, along with guidance on matters such as custody triggers, compensation, cash flow planning, and SEC risk alerts. He also works closely with private foundations on audits, reviews, distribution calculations, interim financials, asset allocation considerations, and payout planning. For closely held businesses, including medical practices, Stephen advises on cash flow analysis, budget forecasting, and outsourced client accounting and advisory services.

Stephen’s goal is for every client to leave a conversation feeling more informed, more confident, and better equipped to make sound decisions.

  • RIA Advisory Services
  • Surprise Custody Exams
  • Private Foundation Audits
  • Private Foundation Reviews
  • Cash Flow Planning
  • Outsourced CAS Advisory

  • Certified Public Accountant (CPA)
  • Bachelor’s Degree in Economics-Finance, Bentley University
  • Certificate in Accounting, Bentley University
  • Master’s Degree in Taxation, Bentley University
  • Graduate Certificate in Financial Planning, Bentley University
Outside of Work

Stephen coaches youth football and enjoys watching both his own children and his players grow, improve, and succeed. He values the opportunity to help young people build confidence and reach their potential, a mindset that also carries into the way he supports colleagues and clients.

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Walter Shuffain is the brand name under which Walter Shuffain Advisors Inc. and WS CPAs P.C. provide professional services. Walter Shuffain Advisors Inc. and WS CPAs PC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. WS CPAs PC is a licensed independent CPA firm that provides attest services to its clients. Walter Shuffain Advisors Inc. and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and governed and are not liable for the services provided by any other entity providing the services under the Walter Shuffain brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by WS CPAs PC and Walter Shuffain Advisors Inc.

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