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About Jeff Stoffer

Jeff Stoffer took the road less traveled on his journey to becoming a financial planner. Following his degree in Cultural Anthropology (B.A. University of California, Berkeley), Jeff ventured into a different passion: gourmet cooking. Staying local, he became chef at Chez Panisse, a renowned restaurant that has received accolades from diners and critics around the world. However, the world of investments continued to intrigue him, and he subsequently earned an MBA in Finance from California State University, Hayward.

Soon after, he left Chez Panisse and earned his Chartered Financial Analyst (CFA) credential. For nearly a decade, Jeff worked as an analyst and portfolio manager for large firms in San Francisco. After earning a Certified Financial Planner (CFP®) accreditation in 2007, Jeff decided to go where his passion truly lay: helping people one-on-one. He has also served as a board member of Whistlestop and a mentor for 10,000 Degrees (formerly the Marin Education Fund).

Just as he advises his clients, Jeff continues to plan ahead and look forward to his eventual retirement — a time when he plans on touring Europe and South America on a motorcycle.

For more on Jeff Stoffer, visit his website at Stoffer Wealth Advisors.

A Dater’s Guide to Having the “Money Conversation”

By | November 18th, 2016|Categories: Business & Finance, Dating, Popular, Relationships, Saving, Spending, Top Stories Headline, Women and Finance, Women and Life|Tags: , , , , , , , , |

Being a relative newcomer to dating, I’ve been intrigued with how people get to know one another and what they look for in a prospective mate. Often, people are adamant about being with someone who shares their political and religious beliefs, yet fail to have any discussion about money. The "money conversation" can be harder [...]

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More Lessons I’d Teach My Daughter About Money

By | November 13th, 2016|Categories: Business & Finance, Culture & Life, Investments, Parenting, Saving, Spending, Top Stories, Women and Finance, Women and Life|Tags: , , , , , , |

We don’t have to relive our financial mistakes. We can learn from them and make conscious choices to be masters of our money and our lives.

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3 Lessons I’d Teach My Daughter About Money

By | November 9th, 2016|Categories: Business & Finance, Family, Investments, Saving, Spending, Top Stories, Women and Finance, Women and Life|Tags: , , , , , , |

I often hear familiar themes with respect to money, and it finally dawned on me to start asking women what lessons they would want to pass along to younger women, including their own daughters, about money.

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The Biggest Money Differences Between Men and Women

By | November 4th, 2016|Categories: Business & Finance, Investments, Saving, Spending, Top Stories, Women and Finance|Tags: , , , , , , , , , , , , |

Writing an article on gender differences and money has the potential to get under people’s skin. Money is a sensitive topic. Making general statements about the sexes and how they tend to handle money seems fraught with peril.

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Spend or Save? How Our Unconscious Affects Our Beliefs About Money

By | October 17th, 2016|Categories: Budgeting, Business & Finance, Buying, Popular, Relationships, Saving, Spending, Women and Finance, Women and Life|Tags: , , , , , , , |

Our early experiences with money, especially ones with high emotion attached to them, seem to be indelibly imprinted on our psyches. They are like little emotional buttons that, when pushed, remind ussubliminally of what we learned, way back when.

Why Our Relationship To Money Matters

By | September 25th, 2016|Categories: Business & Finance, Popular, Relationships, Saving, Women and Finance, Women and Life|Tags: , , , , , , , |

Back in 2008 a woman in her mid 50’s came to my office for an initial meeting to discuss her personal finances. She had rescheduled at least three times. About half way into our meeting I asked her, “So, how was it for you gathering your information to come see me?” Her response displayed [...]

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