Jeffrey M. Stark, MBA, CFP is a highly experienced Financial Advisor with over 45 years of expertise in financial planning, investments, annuities, long-term care, and insurance issues. He is a CERTIFIED FINANCIAL PLANNER professional and focuses on all aspects of retirement planning, helping clients build a path towards a more confident retirement and protect their quality of life. With a special emphasis on women's financial success and empowerment, Jeff aims to help women become more knowledgeable and confident about their money decisions and gain control of their financial future.
Jeffrey M. Stark, MBA, CFP has been recognized for his outstanding service and expertise in the field. He has been honored with the prestigious Five Star Wealth Manager award for nine consecutive years, representing one of the top wealth managers in the San Francisco East Bay area. Additionally, he has received the Women's Choice Award, reflecting his long-term commitment to addressing the financial needs of women and their families. As a recipient of this premier recognition award, Jeff provides quality service to his female clients and helps them make smart financial choices.
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