Stefani Tueme, CFP®, EA

Stefani Tueme is a Senior Associate Wealth Planner based in the Reston, VA office. She provides wealth management and financial planning services to high-net-worth families. Her practice focuses on helping internationally mobile families address the unique challenges that arise from their cross-border lives. Her work focuses on integrating global tax and financial planning strategy to help clients navigate their complex financial affairs.

Stefani brings extensive experience in cross-border taxation, having previously worked as a consultant at a specialized cross-border tax firm. Her background includes in-depth tax treaty analysis, where she performed strategic tax planning for U.S citizens and foreign residents, including diplomatic visas such as the G-4. Her transition into cross-border wealth management has allowed her to deliver holistic solutions that align tax and investment strategies across jurisdictions.

Stefani holds a Master’s Degree in Behavioral Economics and is both a Certified Financial Planner® (CFP®) and an Enrolled Agent (EA). She is passionate about helping clients make informed decisions that reflect both their financial goals and personal values.

Outside of work, Stefani enjoys spending time with her family and traveling to explore new cultures and experiences.

Learn more about my practice.