Stefani Tueme, CFP®, EA
Education & Certificates
B.S., Sao Judas Tadeu University Brazil
M.A., ESPM Brazil
CERTIFIED FINANCIAL PLANNER®
Enrolled Agent, IRS
Professional Background
Before joining CWA, I joined WGCA in 2024, where I supported both U.S.-based and cross-border clients with their financial planning needs. Prior to that, I spent two years at their sister company, The Wolf Group, focusing on international tax planning. There, I gained extensive experience working with nonresident clients, U.S. citizens, green card holders, and foreign nationals with complex international financial considerations. I hold a CERTIFIED FINANCIAL PLANNER® designation and an IRS Enrolled Agent designation.
Personal Interests
I am passionate about promoting financial literacy, especially among children. I am the author of a children's book designed to teach young kids the value of money and the habit of saving. Outside of the office, I enjoy spending time with her family and hosting lively gatherings.