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Latest

  1. 4 Ways Your Money Stories Can Help You

    When it comes to your finances, taking a look back can help you leap forward. Here’s why it’s important to remember your history with money. READ MORE

  2. More Lessons I’d Teach My Daughter About Money

    In Part 2 of this series, women share more financial blunders, including what can happen to your career when raising a family and how your attachme... READ MORE

  3. 3 Lessons I’d Teach My Daughter About Money

    The best lessons are often ones we learn too late. Here, three women share what they wish they had known about their finances and what they’d like ... READ MORE

  4. 3 Ways to Feel Better About Your Money

    When you become aware of how you think about money, the results will make you feel all the richer. READ MORE

  5. The Money Hack: Pay More Attention

    This ridiculously simple act can help solve a multitude of financial headaches. READ MORE

  6. Battle of the Talking Heads: Making Conscious Financial Choices

    Think making your weekly grocery list and financial planning are two separate tasks? Turns out they may be more related than you think. READ MORE

  7. How a New Relationship Can Trigger Money Issues (Plus, How to Prevent It)

    Dating is daunting as is — throw finances into the situation and it can get even stickier. Find out how your experiences with money can shape your ... READ MORE

  8. Facing the Haunted House of Money

    Sometimes there’s nothing scarier than dealing with your financial future. Here’s how to make sure yours is a treat — and more importantly, how to ... READ MORE

  9. What Does Financial Well-Being Mean to You?

    Find out why your financial self-care is just as important as your health, and how to achieve it. READ MORE

  10. Why It’s OK to Love Money (and How to Have More of It in Your Life)

    Learn why loving money isn’t a bad thing. READ MORE

  11. The Biggest Money Differences Between Men and Women

    Find out what you can learn from the opposite sex about saving and spending. READ MORE

  12. 3 Steps to Take When Dealing With Divorce

    Learn what and who you need in your corner to protect yourself when your marriage comes to an end. READ MORE

  13. Before You Resort to Retail Therapy, Read This

    Give yourself a self check-in before you shop to be more mindful of your spending habits. READ MORE

  14. A Dater’s Guide to Having the ‘Money Conversation’

    Stress-free strategies to help you talk about your finances and money goals with your partner. READ MORE

  15. What if Financial Planning Were More Like Cooking?

    Get hungry for your financial future with this four-step plan. READ MORE

  16. Do You Have Money Anxiety Disorder?

    Learn how to cope with money stress before it takes a toll on your daily life READ MORE

Jeffrey stoffer logo

Jeffrey Stoffer, CFP®, MBA, CFA®

Certified Financial Planner® & Wealth Advisor. Values based planning: the recipe for success

stofferwealthadvisors.com

This Professional has been approved by Paladin. Find out more.

 

After a successful first career as a chef at the nationally renowned restaurant Chez Panisse, Jeffrey Stoffer pursued a second passion in the world of investments. After completing a master’s degree in finance he spent nearly a decade at large investment firms in San Francisco working in equity research and portfolio management.

Having been raised by a single mother, Jeff learned early on that “money didn’t grow on trees.” He’d always been a hard worker and saved his money, almost to the point of obsession. In his work to understand how others made financial (and investment) decisions he began to learn more about himself. Jeff's own fear-based money behaviors led to  a personal transformation that sowed the seeds for his mission: to help others develop ease, freedom, and confidence around how they think about and manage money.  

He found many people, particularly women, were not only open to talking about how they felt about money, but in fact they needed to. A prospective client urged him to take his commitment to the next level. Soon after, he found himself facilitating groups and developing workshops specifically for women to explore unconscious beliefs and emotions about money. 

Women have encouraged and helped Jeff to do this work. His ability to relate to the newly single woman, charged with starting over financially and emotionally, continues to fuel his perspective and his practice. By incorporating values and priorities in planning the future, women can care for those they love and direct their money to what matters most.

Jeff has a B.A in Cultural Anthropology from the University of California, Berkeley, and an MBA in Finance from California State University, Hayward. He holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner®.

 

Latest

  1. 4 Ways Your Money Stories Can Help You

    When it comes to your finances, taking a look back can help you leap forward. Here’s why it’s important to remember your history with money. READ MORE

  2. More Lessons I’d Teach My Daughter About Money

    In Part 2 of this series, women share more financial blunders, including what can happen to your career when raising a family and how your attachme... READ MORE

  3. 3 Lessons I’d Teach My Daughter About Money

    The best lessons are often ones we learn too late. Here, three women share what they wish they had known about their finances and what they’d like ... READ MORE

  4. 3 Ways to Feel Better About Your Money

    When you become aware of how you think about money, the results will make you feel all the richer. READ MORE

  5. The Money Hack: Pay More Attention

    This ridiculously simple act can help solve a multitude of financial headaches. READ MORE

  6. Battle of the Talking Heads: Making Conscious Financial Choices

    Think making your weekly grocery list and financial planning are two separate tasks? Turns out they may be more related than you think. READ MORE

  7. How a New Relationship Can Trigger Money Issues (Plus, How to Prevent It)

    Dating is daunting as is — throw finances into the situation and it can get even stickier. Find out how your experiences with money can shape your ... READ MORE

  8. Facing the Haunted House of Money

    Sometimes there’s nothing scarier than dealing with your financial future. Here’s how to make sure yours is a treat — and more importantly, how to ... READ MORE

  9. What Does Financial Well-Being Mean to You?

    Find out why your financial self-care is just as important as your health, and how to achieve it. READ MORE

  10. Why It’s OK to Love Money (and How to Have More of It in Your Life)

    Learn why loving money isn’t a bad thing. READ MORE

  11. The Biggest Money Differences Between Men and Women

    Find out what you can learn from the opposite sex about saving and spending. READ MORE

  12. 3 Steps to Take When Dealing With Divorce

    Learn what and who you need in your corner to protect yourself when your marriage comes to an end. READ MORE

  13. Before You Resort to Retail Therapy, Read This

    Give yourself a self check-in before you shop to be more mindful of your spending habits. READ MORE

  14. A Dater’s Guide to Having the ‘Money Conversation’

    Stress-free strategies to help you talk about your finances and money goals with your partner. READ MORE

  15. What if Financial Planning Were More Like Cooking?

    Get hungry for your financial future with this four-step plan. READ MORE

  16. Do You Have Money Anxiety Disorder?

    Learn how to cope with money stress before it takes a toll on your daily life READ MORE

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