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Wrong F. DeStefano?

F. Dennis DeStefano

Chief Investment Officer

De Stefano Wealth Management

Email: f***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 achievement of...more

Background Information

Employment History

Financial Planner

De Stefano Wealth Management


Bansley


Affiliations

National Association of Personal Financial Advisors

Member


Financial Planning Association

Member


Education

undergraduate degree

Business Administration

Bradley University


Web References(40 Total References)


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destefanowealth.com [cached]

F. Dennis De Stefano practices Fee-Only Wealth Management in Maui, Hawaii.


| De Stefano Wealth Management

destefanowealth.com [cached]

F. Dennis De Stefano welcomes you to our website, which has been designed to inform you about the professional services we provide.


| De Stefano Wealth Management

destefanowealth.com [cached]

F. Dennis De Stefano has been rated by Medical Economics Magazine
F. Dennis De Stefano Has Been Widely Quoted


| 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 CPAs, 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 schools 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.


| De Stefano Wealth Management

destefanowealth.com [cached]

(This article was written by F. Dennis De Stefano and originally appeared in the February, 1999 issue of Financial Planning magazine.)


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