Douglas J. Stefanini

Douglas (Doug) Stefanini, who joined LongView in 2011, has over 30 years of knowledge and experience as a financial professional. He specializes in retirement income planning for both families and individuals. His focus is geared toward helping his clients grow their assets, invest wisely, and save so that they can enjoy their retirement. His practical guidance and comprehensive planning blueprint provide a foundation targeted to strengthen a family’s financial well-being.

 Doug brings his core values of flexibility, integrity, commitment, and kindness to his clients. In fact, most of Doug’s clients trust his advice not only when discussing financial matters but also when planning other areas of their life. Therefore, his services extend beyond traditional financial planning into such areas as accumulation planning, lifestyle planning, legacy planning, and making referrals to the many trusted service providers in his network. Doug explains, “What is important to my client is important to me. My focus is on my clients’ personal wants, needs, and goals and helping find the correct path to accomplish these.”

 Doug attended Long Island University, Southampton Campus, majoring in Biology with a Chemistry minor. His charitable affiliations include the Ronald McDonald House, the Atlanta Food Bank, and the Warren/Holyfield Boys & Girls Club in Atlanta. Doug lives in Atlanta with his wife Hailee and daughters Alessandra & Aveline. In his free time, he enjoys culinary arts, painting, exotic travel, and writing.

dstefanini@lvwm.com

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