Douglas J. Stefanini

Doug Stefanini specializes in retirement income planning for both families and individuals. His focus is geared toward helping clients grow their assets, invest wisely, save, and enjoy their retirement. His practical guidance and comprehensive planning provide a blueprint for his clients to follow in order to strengthen their financial situation. He has over 20 years of knowledge and experience as a financial professional.

Doug brings to his clients core values of flexibility, integrity, commitment, and kindness. In fact, most of Doug’s clients trust his advice not only when discussing financial matters but also when planning other areas of their life. Therefore, his services extend beyond traditional financial planning into such areas as lifestyle planning, legacy planning, health care planning, and making referrals to the many trusted service providers in his network. Doug explains, “What is important to my client is important to me. My focus is on my clients’ personal wants, needs, and goals and helping find the correct path to accomplish these.”

Doug attended Long Island University, Southampton Campus, with a major in Biology and a Chemistry minor. His charitable affiliations include the Ronald McDonald House, the Atlanta Food Bank, and the Warren/Holyfield Boys & Girls Club in Atlanta. Doug lives in Atlanta with his wife Hailee and daughter Alessandra. In his free time, he enjoys culinary arts, painting, travel, and writing.

dstefanini@lvwm.com

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