Stoffer Wealth Advisors
Stoffer Wealth Advisors (CRD# 146538) is a financial advisory firm headquartered in San Rafael, CA. They manage $3,170,116 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$137,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Stoffer (CRD# 4510059) is an Investment Advisor Representative working at Stoffer Wealth Advisors in San Rafael, CA and has 22 years of experience in the finance industry. Jeffrey Stoffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. He also earned the Chartered Financial Analyst (CFA) designation which requires a series of rigorous exams on investments.