May 26, 2025
George Stefanou appeared as a guest on the Retirement Tax Services Podcast to discuss tax planning, high-net-worth financial planning, wealth management, estate planning, client impact, and why smart tax strategy should support larger family, retirement, and legacy goals. The episode also highlights ideas connected to his book, Two-Comma Wealth.
George Stefanou, CFP®, CPWA®, CEPA®
George Stefanou is the author of Two-Comma Wealth and founder of Stefanou Wealth Management. A financial advisor since 2009, he helps families navigate investment strategy, retirement income, tax considerations, and estate and legacy planning. Through his writing, George helps readers make more informed decisions about preserving, using, and transferring the wealth they have worked hard to build.
