For anyone facing questions like these, Stoffer Wealth Advisors can help. Whether you need comprehensive financial planning or are seeking assistance managing an established investment portfolio, Stoffer Wealth Advisors offers a track record of excellence and creativity, ensuring a personalized approach that provides clients with confidence and ease. Learn more.
Jeff Stoffer CFA, CFP®, founded Stoffer Wealth Advisors on the idea that anyone can secure their financial future, regardless of their situation; all they need is the right plan. After 20 years of experience spanning investment research, portfolio management, and individual advising — as well as time spent as chef at one of the world’s best-known restaurants — Jeff launched Stoffer Wealth Advisors in 2008. Since then, he has helped people in a wide range of situations make conscious choices to ensure their financial well-being. Learn more.
During his diverse career, Jeff Stoffer has been a financial planner, chef at a Michelin-starred restaurant, and portfolio manager, among other roles. His strategy across each stop of his journey has been: plan ahead. Whether it’s preparing a world-class meal or ensuring your long-term financial stability, Jeff’s recipe for success is an effective method that looks at goals and values, possibilities and roadblocks, all to create a sound plan that provides the true icing on the cake: financial peace of mind. Learn more.