After earning my Masters in Business Administration in Finance, I worked in investment research and portfolio management at a couple of very large companies in San Francisco. But big company life really didn’t suit me. I like working closely with people. Like cooking for people, I wanted to do something that was a little more personal.
In 2008, I founded Stoffer Wealth Advisors in Marin county, during the Great Recession. While it sounded and felt crazy at the time, it also felt important to me, as if I was called to the profession. People needed investment and financial planning help more than ever. During a time of great stress and loss they needed to see a way back to wealth and prosperity. As a financial advisor in Marin County, I believe that wealth is defined by more than just financial assets. It is in the way one sees the possibilities in life; it is in enjoying a sense of abundance while living in a financially sustainable way.
Money is one of the top stressors in people’s lives. Many decisions involving money aren’t just about the numbers…they involve emotions, values and priorities. Sometimes the numbers have to take a back seat to some of these other considerations. But we need to do this in a conscious way, evaluating the possibilities and assessing the risks.
That is why, at Stoffer Wealth Advisors, we offer our customers a uniquely multi-dimensional approach. The role of money in your life and your dreams and goals are included in the conversation. This allows you to make smart financial decisions that are also tailor-made for you.
As a financial advisor in Marin County for over 17 years, we have a wealth of experience to serve you. We invite you to try our “recipe for success.” Contact us for a complimentary introductory session.