Robert A Stefani, CFP®

Wealth Management Advisor



I grew up in Cedar Rapids, Iowa, and moved to the Twin Cities to attend the University of St. Thomas where I met my wife, Marisa of 15 years.  We reside in Inver Grove Heights, MN with our two daughters; Sienna (11) and Gianna (8).

Community Involvement

I am actively involved in St. Paul’s Outreach, a campus outreach program that helps college students build and strengthen core values.

I regularly mentor middle and high school students through the Junior Achievement Program.  The primary focus being on educating students about the importance of future finance relating to entering the career world.

I have undertaken a new mentorship role through the Labouré Society, who provide financial and spiritual support to those who must resolve student loans to pursue spiritual vocation.


I have been an avid baseball fan since my college playing days.  In 2013, with the glory days of college behind me, and 10 years of amateur play under my belt, I hung up my hat with the Stockmen’s Irish amateur baseball team of St. Paul.

Nowadays, you can find me patronizing local establishments with my family such as the Children’s Museum, Minnesota Zoo, and local parks.


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