About | Free Trial

Last Update

2014-04-04T00:00:00.000Z

This profile was last updated on // .

Is this you? Claim your profile.

Wrong F. De Stefano?

Mr. F. De Stefano Dennis

Certified Financial Planner

De Stefano Wealth Management

De Stefano Wealth Management

Company Description

We first help our clients organize their financial affairs and plan their financial future by preparing a Comprehensive Personal Financial Plan. Then, we manage their investments and counsel their financial decision-making towards the successful achieveme ... more

Background Information

Employment History

President
Medical Economics Company , Inc.

Retirement Planning Teacher
Maui Community College

Affiliations

Member
Financial Planning Association

Chairman of the Fund Investment Committee
Maui United Way Endowment

Member
The National Association of Personal Financial Planners

Founder
De Stefano Wealth Management

Education

undergraduate degree
Business Administration
Bradley University

Web References (38 Total References)


| De Stefano Wealth Management

www.destefanowealth.com [cached]

Dennis De Stefano

F. Dennis De Stefano is a pioneer in the field of fee-only financial planning and brings over 40 years of professional experience as a Portfolio Manager, Financial Planner and CPA. Dennis is a Certified Financial Planner, Registered Investment Adviser and CPA.
F. Dennis De Stefano received his undergraduate degree in Business Administration from Bradley University. He began his professional career with the Chicago Public Accounting firm of Bansley and Kiener (founded in 1922) and in 1975 he was made a full partner. In 1981 he left the firm and relocated to Hawaii to start De Stefano Wealth Management.
F. Dennis De Stefano is a past Chairman of the Maui United Way Endowment Fund Investment Committee, a past President of the Maui Estate Planning Council and Medical Economics Magazine has rated him as one of the "150 Best Financial Advisors for Doctors" in the country.
F. Dennis De Stefano was a member of The National Association of Personal Financial Planners (NAPFA) for 30 years and is a current member of The Financial Planning Association (FPA) since 1983.
F. Dennis De Stefano has taught Retirement Planning at Maui Community College, has been an approved sponsor of continuing professional education courses for CPA's, has written articles for Pacific Business News, Financial Planning and other publications and has been quoted in the financial press and on the Internet.
F. Dennis De Stefano is an avid sports enthusiast and a life-long fan of the Chicago pro sports teams as well as a fan of wahine volleyball. He was a high school (Team Captain) and college wrestler and is a member of his high school's sports Hall of Fame.
Personal Philosophy A master of the art of life draws no sharp distinction between work and play. His labor and leisure, his mind and body, his education and recreation, he hardly knows which is which. He simply pursues his vision of excellence through whatever he is doing and leaves others to determine whether he is working or playing. To him, he always seems to be doing both.


F. Dennis De Stefano of ...

www.jasonzweig.com [cached]

F. Dennis De Stefano of De Stefano Wealth Management in Kihei, Hawaii, had a client who named her live-in boyfriend as a beneficiary of her IRA. She later moved away and married another man. As she lay dying of cancer, her husband tried to get the beneficiary form revised, but she was no longer mentally competent to make the change.

The husband "was frustrated as heck by the trauma and heartache of trying to get it corrected," Mr. De Stefano says.


F. Dennis De Stefano of ...

www.cohenbender.com [cached]

F. Dennis De Stefano of De Stefano Wealth Management in Kihei, Hawaii, had a client who named her live-in boyfriend as a beneficiary of her IRA. She later moved away and married another man. As she lay dying of cancer, her husband tried to get the beneficiary form revised, but she was no longer mentally competent to make the change.

The husband "was frustrated as heck by the trauma and heartache of trying to get it corrected," Mr. De Stefano says.


F. Dennis De Stefano of ...

www.cohenbender.com [cached]

F. Dennis De Stefano of De Stefano Wealth Management in Kihei, Hawaii, had a client who named her live-in boyfriend as a beneficiary of her IRA. She later moved away and married another man. As she lay dying of cancer, her husband tried to get the beneficiary form revised, but she was no longer mentally competent to make the change.

The husband "was frustrated as heck by the trauma and heartache of trying to get it corrected," Mr. De Stefano says.


F. Dennis De Stefano of ...

www.cohenbender.com [cached]

F. Dennis De Stefano of De Stefano Wealth Management in Kihei, Hawaii, had a client who named her live-in boyfriend as a beneficiary of her IRA. She later moved away and married another man. As she lay dying of cancer, her husband tried to get the beneficiary form revised, but she was no longer mentally competent to make the change.

The husband "was frustrated as heck by the trauma and heartache of trying to get it corrected," Mr. De Stefano says.

Similar Profiles

Other People with this Name

Other people with the name De Stefano

Francesco De Stefano
Loccioni Group

Claudia De Stefano
Monkey Puzzle Day Nursery Highbury Park

Jenine De Stefano
Aon plc

Alicia De Stefano
Merck & Co. , Inc.

Jenine De Stefano
Accounts Management Collections LLC

Browse ZoomInfo's Business Contact Directory by City

Browse ZoomInfo's
Business People Directory

Browse ZoomInfo's
Advanced Company Directory