PRESENTER: JEFF STOFFER, Financial Planner
TOPIC: “Managing Emotions and Money in Times of Transition” SUMMARY: Jeff Stoffer CFA, CFP® is a principal at Stoffer Wealth Advisors, a financial planning and investment advisory firm in Marin County. Jeff earned a B.A. in Cultural Anthropology from U.C. Berkeley. He then put his long-standing interest in gourmet cooking on the front burner, becoming chef at the nationally renowned restaurant, Chez Panisse. Pursuing a parallel passion for finance and investments, Jeff received a Masters degree in Finance as well as the Chartered Financial Analyst (CFA) accreditation. Jeff worked for eight years at several large firms in San Francisco doing investment research and portfolio management. Subsequently he became a Certified Financial Planner™. Jeff now focuses all of his skills on helping people to achieve confidence and ease with money through financial planning.

Jeff served on the board of Whistlestop for three years. He was also a mentor forMarin Education Fund (now 10,000 Degrees). He is a graduate of the San Rafael Leadership Institute and has subsequently volunteered his time there. And perhaps most unusual of all, he raised money for Homeward Bound (Novato, CA) by demonstrating how to prepare a four-course meal while talking about financial planning.

Jeff can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it.. Visit his website atstofferwealthadvisors.com.