Stoffer Wealth Advisors

Specialties

Our mission is to help you feel more confidence and ease around your money. We help you gain clarity about your values and priorities so your money goes to what matters most. Conscious choices with money and serving you in the best way possible are our top priorities.

Financial planning and professional investment management are part of that process. We help provide a roadmap (or recipe) to get you to retirement. We then work to find ways to make your money last through thick and thin.

History

Established in 2008.

Starting this business in such an auspicious year has led us to an important conclusion: that money is a very emotional subject for people. Those emotions tend to cloud our judgment and keep us from taking the actions we know we should.

We can help people understand the choices they make with money and to see how they got that way. This work is the foundation moves people beyond their unconscious beliefs to taking action. Take action… call us today for a complimentary initial consultation.

Meet the Business Owner

Jeff S.

Business Owner

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™. With nearly 20 years in the investment business, Jeff now focuses all of his skills on helping individuals and families to achieve greater peace of mind about the future through financial planning.