Stefani Tueme, CFP®, EA
Stefani is passionate about guiding clients through their financial journeys. She takes great joy in assisting them in identifying short and long-term priorities and making informed decisions that lead to financial success. Stefani is dedicated to helping clients navigate the complexities of cross-border financial planning and leveraging her experience to provide tailored financial strategies that align with global objectives and ensure that she provides the highest level of service to the clients.
Before joining WGCA, she honed her skills at our sister company, The Wolf Group, gaining valuable experience in working with nonresident clients, U.S. citizens, green card holders, and foreign nationals with international concerns.
Stefani’s academic background includes a master’s degree in behavioral economics from ESPM-Brazil and a bachelor’s degree in economics from Sao Judas Tadeu, Brazil. She holds a CERTIFIED FINANCIAL PLANNER™ designation and an IRS Enrolled Agent designation.