Home 2017-11-22T11:54:38+00:00

DOES MONEY BUY HAPPINESS?

Does your money go towards the things you value most in life? Is your money really bringing you happiness? I’m Jeff Stoffer CFA, CFP® – and my passion is to help people make the best possible decisions with their money. Download my Money and Happiness Quiz now (it’s free) and find out if your money and values align:

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With a career, family obligations and a personal life, you have many demands on your time. Planning for your own financial security may end up on the back burner. Stoffer Wealth Advisors can help you create the right “financial recipe” for your future.

FINANCIAL PLANNING

What is financial planning? People don’t always know why or when they need it. Sure, retirement is most often the impetus to call a financial planner. Learning how to save and invest for the future are good reasons to seek help too. But what if you were thinking about changing careers, living in Europe for a year, or selling one house to buy another? All of these decisions could benefit from financial analysis.

INVESTMENT MANAGEMENT

Ever stop to ask yourself why you own some of the investments you do? Do you monitor them periodically? What is your investment mix, i.e. the percentage of each major category of investment (cash, bonds, stocks, real estate, etc.) in your portfolio? Why does your investment mix matter? Can you just set it and forget it? To get to those answers we often need to start with a basic question; “What is my money for?”

RETIREMENT PLANNING

Planning for retirement is the most common reason people call a financial planner. What people come to realize is that they still need a “paycheck” in retirement and are not sure where it is going to come from. In reality, we pay ourselves. And the funds can come from a number of sources; Social Security, distributions from retirement accounts, pensions (for those who still get such things) income from rental property, savings, etc.

Meet Jeff

2235.Jeff Stoffer Wealth Advisors Marin County.San Francisco Bay AreaI’m Jeff Stoffer. 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.

Recipe for Success

My “recipe” for financial success is based on making conscious choices with money, being clear on our values and making sure our money goes toward what matters most. Just as with cooking, you know that if you follow certain steps the results will be better for having done so.

Investing in a way that supports your future demands attention and expertise. It is important to have a clear vision of what you want your future to look like. What is important to you? How do you go about creating the future you want?

Financial planning is a process to help you do just that, create a recipe for the future. Having a plan in place is as important as having someone with experience and who knows you…your situation, your family and your goals to help you carry it out.

Investing in a relationship with your financial adviser increases not only your confidence, but actually your odds of successfully achieving the future you want.