Meet the Author

George Stefanou, Financial Advisor and Author of Two-Comma Wealth, for Millionaires Seeking Advice on Building, Distributing, and Preserving Substantial Personal Wealth.

George Stefanou, CFP®, CPWA®, CEPA®

George 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.” As a University of Central Florida alumnus and avid football fan, George brings a unique perspective to the world of personal finance.

Alongside his roles as a devoted husband to Kristin and father to Ella and Aubrey, 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®). 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.

In “Two-Comma Wealth,” 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.

15+

Years of Experience

$175+ Million

Under Care

2x Forbes

Ranked Top Advisor

*  Forbes Top Next-Gen Wealth Advisors Best-in-State for Florida in 2023 and 2024, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance, or client feedback.

“George Stefanou brings a rare combination of technical mastery and deep empathy to financial planning. His clients don’t just receive advice; they gain a trusted partner who understands that wealth is more than just numbers—it’s about securing a future, creating a legacy, and making decisions that bring lasting fulfillment.”

— Libby Griewe, The Efficient Advisor