Jeffrey M. Stark, MBA, CFP® is a Financial Advisor with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 45 years of experience advising clients on financial planning, investments, annuities, long-term care, and insurance issues. 

Jeff focuses on all aspects of retirement planning, with special empahsis on helping his clients build a path towards a more confident retirement and protect their quality of life.

However, working towards a comfortable retirement can be like trying to solve a complicated jigsaw puzzle with hundreds of interlocking pieces. The goal is to match the picture on the box. But sometimes that picture isn't so clear or still incomplete.  Sometimes it's difficult to figure out how all the pieces fit together to reach the retirement that you envision.

That's where retirement planning comes in.

For most people, the three most important questions they need to answer for themselves are:

• Can I retire and maintain my standard of living?
• How much income do I need, and where will it come from?
• Will my money last as long as I do?

What I Do

Together we'll review your financial circumstances, discuss your goals, concerns, and priorities and then develop a plan that's unique to you. 

I Help Those Who Are

• Approaching retirement and need a clear picture of their financial future; and 
• Retired or about to retire and seek to create a durable lifetime income strategy.

Women

I'm also an advocate for women's financial success and empowerment.  My goals are to help women become more knowledgeable and confident about their money decisions and gain control of their financial future. 

 

Your Retirement... It's Up To You!

How well you retire tomorrow, depends on how well you plan today.

Whether you're approaching retirement, transitioning into retirement, or already retired, I can help.

Pick up the phone and give me a call, or email me.  I provide a complimentary consultation either by phone, Zoom conference, or in person. 

Or you can click Here to request your complimentary consultation, and I will get back to you.

 

Special Recognition

2022 Five Star Wealth Manager

 

“It is an honor to be a recipient of this prestigious award for the 9th year and to be included once again in this select group of advisors, which represents 3% of the wealth managers in the San Francisco East Bay area."

 

 

Five Star Professional conducts in-depth, market-specific research covering 45 major markets across the United States and Canada to identify outstanding service professionals.

The Five Star Wealth Manager award is based on 10 objective criteria, such as industry experience, number of households served, client assets, client retention, education and professional designations, and regulatory and complaint history.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2019, 2021 and 2022 Five Star Wealth Managers.

 

2023 Women's Choice Award

 

“I am proud to be a recipient once again of the Women's Choice Award, which reflects my long-term commitment to addressing the financial needs of women and their families.”

Jeff was the first financial advisor in 2014 to have received this recognition in the San Francisco Bay Area.

 

The Women 's Choice Award® Financial Advisor by WomensCertified, Inc., is a premier recognition award for advisors who provide quality service to their female clients and who help them make smart financial choices. The award is based on 17 objective criteria associated with providing quality service to women clients such as professional credentials, experience, a favorable regulatory history, including letters of validation and a background check.  Financial advisors do not pay a fee to qualify for the program.

Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2022, of the 88 considered for the Women's Choice Award in 2022, 76 fully qualified for the Women's Choice Award Financial Advisors/Firms program.