Values Based Planning, the Recipe for Success

Recipes for SuccessSign up to receive a free copy
of our special four-part series,
"Financial Lessons from the Kitchen"

Recipes for SuccessSign up to receive a free copy of our special four-part series, "Financial Lessons from the Kitchen"

 
 

Is retirement within sight?

Have you undergone a significant life change and are worried about the financial repercussions?

Do you want to feel more satisfied with the money you have?

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.

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Meet Jeff

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.

Recipes for Success

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.