George Stefanou, CFP®, CPWA®, CEPA® | Source | Financial Advisor, Wealth Management Expert & Author at Two-Comma Wealth

George Stefanou, CFP®, CPWA®, CEPA® is a first-generation Greek-American and a 2023 & 2024 Forbes Best-in-State Top Next-Gen Wealth Advisor, serving as the financial guru behind "Two-Comma Wealth." George is also president and co-founder of the Exit Planning Institute of Orlando Chapter.

Drawing on over 15 years of experience and thousands of diverse client interactions, George has developed a talent for humanizing finance, helping clients navigate the complexities of wealth management while empowering both investors and advisors. He also brings a unique perspective to the world of personal finance in which he empowers his clients to align their financial strategies with their family's dreams.

George is a CERTIFIED FINANCIAL PLANNER™ professional who also holds the following advanced credentials: Certified Exit Planning Advisor (CEPA®), Certified Private Wealth Advisor® (CPWA®), Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Plans Specialist℠ (CRPS®) and Chartered Retirement Planning Counselor℠ (CRPC®).

Author of "Two-Comma Wealth: Investment, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars," George shares the lessons and wisdom he has accumulated throughout his career, aiming to guide readers toward building, distributing, and preserving substantial personal wealth. An open book by nature, George thrives on connecting with others and providing a personalized touch to the financial planning process.