Financial Advisor
George Stefanou
CFP®, CPWA®, CEPA®, AAMS®, CRPC™, CRPS™
45 W Crystal Lake Street, Suite 199, Orlando, FL 32806opens in a new windowAccepting New Clients
Serving clients with $1,000,000
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
- Corporate Executives
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
- Corporate Executives
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CPWA®
Certified Private Wealth Advisor®CEPA®
Certified Exit Planning Advisor®AAMS®
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Volunteering
- Traveling
- Community Outreach
- Reading
Team Members
Kevin MacLeanAssociate Financial AdvisorAAMS®, ChFC®, CLU®
Ashley OglesbyRegistered Branch AssociateFPQP®
Rosa OffuttSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
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