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This profile was last updated on 4/1/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. F. Dennis De Stefano

Wrong F. Dennis De Stefano?

Employment History

  • Certified Financial Planner
    De Stefano Wealth Management
  • President
    DeStefano Wealth Management
  • Certified Financial Planner and President
    DeStefano Wealth Management

Board Memberships and Affiliations

  • Founder
    De Stefano Wealth Management
  • certified financial planner


  • undergraduate degree , Business Administration
    Bradley University
33 Total References
Web References
F. Dennis De Stefano of ..., 1 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.
Financial Planners in Hawaii. Financial Advisors in Hawaii. Retirement Planning in HI., 15 Sept 2012 [cached]
F. Dennis De Stefano founded De Stefano Wealth Management in 1982.
Feature Articles, 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., 21 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 brings ..., 12 Sept 2007 [cached]
F. Dennis De Stefano brings over 35 years of professional experience as a NAPFA-Registered Financial Advisor, Portfolio Manager and CPA.Dennis is a Certified Financial Planner, a Chartered Wealth Manager, a Registered Investment Adviser, a Certified Fund Specialist, a Registered Financial Consultant, a Certified Retirement Counselor and a CPA.
Your Advisor 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.
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