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).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $137,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Stoffer Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey G. Stoffer
CRD#: 4510059
4040 Civic Center Drive, Ste. 200, San Rafael, CA 94903
101
Wealthminder
score

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.

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