Dante Stefanelli

Senior Associate

Raleigh

Client Advisory

Biography

Dante Stefanelli is a Senior Associate working remotely from Erie, PA, supporting the Raleigh office. He specializes in tax compliance and consulting, delivering tailored solutions and strategic advice to small business owners and individuals. Dante leverages his experience to assist clients in navigating complex tax scenarios, optimizing compliance efforts, and proactively addressing tax planning opportunities.

Prior to joining Cerity Partners, Dante was a member of the tax practice at Cook Wealth, a holistic planning firm that merged with Cerity in April 2025. Prior to Cook, he spent six years working for a large regional public accounting firm in Erie, Pennsylvania, where he primarily served business clients. This experience allowed him to build strong competencies in tax compliance and advisory roles, developing a comprehensive understanding of the unique tax issues and challenges commonly encountered by small businesses.

Education

  • Bachelor of Science in Business Administration (BSBA), Accounting, Gannon University

Highlights

  • Certified Public Accountant (CPA)

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