Contact Info
LPL Financial
Jeffrey M. Stark, MBA, CFP®
1017 Willow Dr.
Lafayette, CA 94549-4633
Phone: 925-283-2733
Fax: 925-284-2188
Contact via Email
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Services
- Retirement Asset Management
- Retirement Income Planning
- Defensive Investing
- Financial advisor since 1978
- Certified Financial Planner Professional
- Registered Principal with LPL Financial
- Member FINRA/SIPC
Hours of Operation
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My Philosophy:
• My vision is to help clients achieve financial security and peace-of-mind so they can enjoy the things in life that matter most.
• To accomplish that, my mission is to build long-term relationships with my clients as a trusted advisor. I achieve this by thoroughly understanding their financial situation, desires and concerns; putting their interests first; helping them take action on important issues; and by the integrity of my word and deed.
• I understand that my clients rely on my advise for their financial well-being, and I am aware of the profound responsibility this entails.
• I employ a Defensive Investing(TM) approach to help clients grow and protect their retirement assets. The goal of Defensive Investing(TM) is to make money and keep it! This approach stems from many years of personal experience and insight and from the realization that losses can dramatically affect a client's financial security more significantly than may be initially apparent. I believe that the key to long-term success may depend more on the skillful management of investment risk than on trying to maximize gains.
• My focus is on individuals age 50 and over who are in the crucial retirement zone - the 10 years before retirement and 10 years after retirement begins - arguably the most critical time in a person's investment life. The decisions about how retirement assets will be managed and what retirement income strategies to implement may determine their financial security for the rest of their lives.
• I constantly look for ways to improve my clients' financial circumstances and bring these opportunities to their attention.
• My business goal is to take care of my clients in such a quality manner that their friends will thank them for having been referred to me.
