About My Practice
My mission is to help people experience more confidence and ease around their money. I help people make more conscious choices, that is to say, I help them to ensure their money goes towards things they value and consider most important in life.- People most likely to need our services are those in their peak earnings years who don't feel they've been saving enough for retirement.
- Perhaps you are newly "independent" from divorce, loss of spouse or inheritance and need help securing your financial future.
- You want to make more conscious choices and be happier with the money you have.
At Stoffer Wealth Advisors, we create financial plans and manage your investments. We feel strongly that most people working with us should do planning first. It lays the groundwork for successful investing. By that we mean that we know more about our clients, their values, goals and aspirations. We help them to take only necessary risks and increase the chances that they get where they want to go. That is really the point of planning and working with a financial planner, to help people reach their goals. Planning and investing with us really can help you feel more confidence and ease with your money and your future!
Experience
Jeff Stoffer CFA, CFP® is a principal at Stoffer Wealth Advisors, a financial planning and investment advisory firm in Marin County. Jeff earned a B.A. in Cultural Anthropology from UC Berkeley. He then put his long-standing interest in gourmet cooking on the front burner, becoming chef at the nationally renowned restaurant, Chez Panisse. Pursuing a parallel passion for finance and investments, Jeff received a Masters degree in Finance as well as the Chartered Financial Analyst (CFA) accreditation. Jeff worked for eight years at several large firms in San Francisco doing investment research and portfolio management. Subsequently he became a Certified Financial Planner™. Jeff now focuses all of his skills on helping individuals and families to achieve greater peace of mind about the future through financial planning.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
Broker-Dealer Affiliation
None/NA
Considerations: Asset minimum is not a requirement to do financial planning
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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