Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 9/8/2016 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong F. De Stefano?

F. Dennis De Stefano

Chief Investment Officer

De Stefano Wealth Management

Email: f***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow 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.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

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

Find other employees at this company (1)

Background Information

Employment History

Partner

Bansley and Kiener , LLP


Affiliations

National Association of Personal Financial Advisors

Member


Financial Planning Association

Member


Education

undergraduate degree

Business Administration

Bradley University


Web References(33 Total References)


local.napfa.org

F. Dennis De Stefano
De Stefano Wealth Management (808) 879-0454 P.O. Box 1141 Kihei, Maui, HI View More Info F. Dennis De Stefano De Stefano Wealth Management (808) 879-0454 P.O. Box 1141 Kihei, Maui, HI 96753


www.cohenbender.com

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.


www.nesteggzone.com [cached]

F. Dennis De Stefano founded De Stefano Wealth Management in 1982.


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.


www.resource4wealth.com [cached]

Medical Economics - 150 best financial advisers for doctors,Our e ... F. Dennis De Stefano, CFP, CPA De Stefano Wealth Management Kihei, Maui 808-879-0454 www.dwm.biz Minimum portfolio: $250,000 Harry G. Kasanow, CFP Kasanow & Associates: Wealth ... Dennis De Stefano of De Stefano Wealth Management in Maui, Hawaii, finds ... [ Click To Open In A New Window ]401khelpcenter.com - Maximize the Employer Matching Contribution in ... ... it easier to have a nice retirement, said Dennis De Stefano, a certified financial planner and CPA with De Stefano Wealth Management in Maui ... [ Click To Open In A New Window ]'Don't Give Up On Growth': Despite the seemingly endless downward slid ... In March, Dennis De Stefano at De Stefano Wealth Management in Kihei, Hawaii, sent an.....or close to retirement.In response, De Stefano says he received only one telephone.....Iris ... [ Click To Open In A New Window ]


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory