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.
labor and leisure, his
mind and body, his
education and recreation, he
hardly knows which is which.
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.