Jeffrey Stoffer | Financial Advisor - Nerdwallet
Jeffrey Stoffer

Jeffrey Stoffer

CFA, CFP®

Jeffrey is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and manage investments.

  • About Jeffrey
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal at Stoffer Wealth Advisors
Address
4040 Civic Center Drive, Ste. 200
San Rafael CA, 94903
Phone
(510) 447-1627
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About Jeffrey

20 years experience in the investment business, with the last 10 spent serving individuals' financial planning needs.

Jeff Stoffer CFA, CFP® is the founder of 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 ...

Education

  • BA, Anthropology, UC Berkeley
  • MBA, Finance, California State University

Certifications

Registrations
Designations
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Tips from Jeffrey

Jeffrey's videos

  • Are there any similarities between cooking and financial advising?
  • How did you get into financial advising?
  • What are common challenges for the newly independent?

Jeffrey in the news

Typical Clients & Fee Structure

Typical Clients

Divorcing couples
People near retirement
Widows/widowers

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.