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This profile was last updated on 6/5/03  and contains information from public web pages and contributions from the ZoomInfo community.

F. Dennis De Stefano

Wrong F. Dennis De Stefano?
 
Background

Employment History

  • President
    DeStefano Wealth Management
  • Certified Financial Planner and President
    DeStefano Wealth Management
  • Certified Financial Planner
    De Stefano Wealth Management
  • President
    Medical Economics Company , Inc.
  • President
    Maui Estate Planning Council
  • Retirement Planning Teacher
    Maui Community College

Board Memberships and Affiliations

  • Founder
    De Stefano Wealth Management
  • Chairman of the Fund Investment Committee
    Maui United Way Endowment

Education

  • undergraduate degree , Business Administration
    Bradley University
33 Total References
Web References
Feature Articles
www.401kfactory.com, 5 June 2003 [cached]
"What I try to emphasize to clients is that the two biggest risks they face are longevity and inflation risk," said certified financial planner F. Dennis DeStefano, president of DeStefano Wealth Management in Hawaii."(People) don't take into account inflation" as they plan for retirement.The cost of living for someone retiring at 60 will double by the time he or she reaches 78, he says.
401k.mpower.com
www2.irajunction.com, 22 Mar 2000 [cached]
-F. Dennis DeStefano, certified financial planner and president of DeStefano Wealth Management.
However, the 10% early withdrawal penalty doesn't apply if you leave the employer with which you have your 401(k) plan after you reach 55.
...
"My experience is that most folks don't understand the amount of money that's required to retire," said F. Dennis DeStefano, certified financial planner and president of DeStefano Wealth Management.
Many financial advisors urge their clients to budget retirement-living expenses at 70% of those in their working life.
...
DeStefano asks his clients taking early retirement what they expect to do during a retirement that could last 40 years.Many folks don't think that far ahead and quickly get bored and lonely."Lots of folks are back into the work force in two years" precisely because they didn't plan how to fill their time, he said.
In This Story
F. Dennis De Stefano of ...
www.cohenbender.com, 4 April 2014 [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.
| De Stefano Wealth Management
www.destefanowealth.com, 12 Sept 2007 [cached]
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 NAPFA-Registered Financial Advisor, Certified Financial Planner, Registered Investment Adviser, Certified Retirement Counselor 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 has been a member ofThe National Association of Personal Financial Advisors (NAPFA) since 1985 and 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.
Feature Articles
www.expertplan.com, 26 Nov 2000 [cached]
,F. Dennis DeStefano, certified financial planner and president of DeStefano Wealth Management.
...
"My experience is that most folks don't understand the amount of money that's required to retire," said F. Dennis DeStefano, certified financial planner and president of DeStefano Wealth Management.
...
DeStefano asks his clients taking early retirement what they expect to do during a retirement that could last 40 years.Many folks don't think that far ahead and quickly get bored and lonely."Lots of folks are back into the work force in two years" precisely because they didn't plan how to fill their time, he said.
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