George Stefanou, CFP®

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About

Helping people make sense of investing, through an established, personalized, & no non-sense process, in order to achieve their goals financially. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. The financial world can sometimes seem like foreign territory; I can work one-on-one with you and your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family. I came to Edward Jones in 2009, opening the firm's 9th branch office in Orlando, because I want to help individual investors work toward achieving their financial goals. A graduate of the University of Central Florida, I hold a bachelor's degree in business and finance and have earned the CFP®, AAMS® (ACCREDITED ASSET MANAGEMENT SPECIALIST™), and CRPS®(CHARTERED RETIREMENT PLANS SPECIALIST™) professional designations to understand and advise my clients on a variety of often complex financial needs. Originally from New Jersey, I have lived in Orlando since 2003 and in Florida since 1990. As a part of this community, I have a passion for financial education and giving back. I have been a volunteer with the Central Florida chapter of Junior Achievement since 2003 and received their Above & Beyond award for 2010 - 2011. I am also a past President of the South Orlando Business Exchange and have been a member of the Central Florida Financial Planning Association, Central Florida Collaborative Family Law Group, and the Citrus Club downtown. However, my most gratifying, and sometimes challenging, role is that of a husband and father. My wife, Kristin, and I have two daughters, Ella and Aubrey who always keep us on our toes. At Edward Jones, we focus on you. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We provide the investments, services and tools our clients need to work towards their financial future.

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