I’m Jeff Stoffer a financial planner and investment advisor serving Marin County and the San Francisco Bay Area. I founded Stoffer Wealth Advisors during the Great Recession. It seemed at once almost crazy, and at the same time like a calling. People were experiencing great stress and loss and I felt strongly that I could help.
After graduating UC Berkeley with a degree in cultural anthropology I ‘chose’ cooking as my first career. As a chef, I knew that I would have to save and invest for my retirement. I aspired to cook at Chez Panisse and spent eight years there, even briefly taking the role as chef. While I loved it, I found myself drawn to wanting to know more about investing.
I went back to school, earned an MBA in finance and worked at a couple of large investment firms in San Francisco. I longed for something more personal and began to help individuals with investments and financial planning.
Despite coming to my profession from an unusual route, it is all coming together in a unique way. I now use all my experiences to help people invest wisely and plan for a secure and abundant future.