About Jeff Stark

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Jeffrey M. Stark, CFP®
LPL Financial Advisor
LPL Financial, Member FINRA/SIPC

Lafayette, California

Jeffrey M. Stark, CFP® is an experienced LPL Financial Advisor with LPL Financial.  His office is located in Lafayette, California in the San Francisco Bay Area.  Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and has been helping clients with money matters for over 35 years, and specializes in retirement planning.

Jeff’s goal is to help his clients in every aspect of their financial lives, especially planning for a comfortable retirement.

His services include financial planning, retirement planning, lifetime income strategies, investment management, life insurance and long-term care insurance analysis and planning, social security claiming strategies, estate planning, educational workshops for women, planning for women in transition as a result of death or divorce, college expense planning, charitable remainder trust exit strategies, and is a guest speaker to various groups and organizations.

Jeff is a member of the East Bay Chapter of the Financial Planning Association, the Estate Planing Council of Diablo Valley, and is actively involved in the Lafayette Chamber of Commerce, the Walnut Creek Chamber of Commerce, and the annual East Bay Women’s Conference.

Jeff received his BA degree from Muskingum University in New Concord, Ohio.  He studied at the University of Munich in Munich, Germany during his junior year and graduated from Muskingum with honors.  Jeff also received an MBA degree from Indiana University in Bloomington, Indiana, before moving to California in 1972.  Since the mid-1970’s Jeff’s career has been focused on helping people towards achieving their financial goals.

Q & A.

Q:  What do you like most about your job?

A:  I’ve always been motivated by the desire to help make a meaningful difference in the financial lives of my clients.  Without question, that is the most emotionally rewarding part of my practice.  Knowing that I have contributed to the financial well-being of my clients and their families gives me a tremendous amount of personal and professional satisfaction.  I am grateful for the trust my clients have placed in me and for the opportunity to help them.

Q:  What is your goal for clients?

A:  My goal is to help my clients determine what’s important to them, personally and financially, and then develop a realistic plan to work towards those goals.  My ultimate goal is for them to feel financially secure and in control of their finances, and to look forward to their future with confidence and optimism, so they can enjoy the things in life that matter most.

Q:  How do you work with clients?

A: I strive to build long-term relationships with my clients as a trusted advisor.  I do that by listening carefully, asking a lot of questions, and thoroughly understanding their financial situation - their concerns, their goals, and their values, and finding out what’s important t to them.  I also put their interests first, help them take action on important issues, and establish integrity through my word and actions.  I constantly look for ways to improve my clients' financial circumstances and bring those opportunities to their attention.

My business goal is to take care of my clients in such a manner that they would be happy to introduce me to their family, friends and colleagues who they would like to help in the same professional manner as they had been helped.

Q:  In your practice you also specialize in advising women.  Why is that?

A:  A majority of my clients are women -  most are retired or approaching retirement, many are single through divorce or widowhood, and others are business owners and career women with families.  Working with my female clients over the years I have come to understand and appreciate the unique needs and financial challenges women face at various stages in their lives, and I bring that perspective to every one of my clients relationships.  One of my goals is to encourage their full participation in financial decisions and to make sure that their views are understood and that their "voice" is heard.

Q:  What else about you that people would find interesting?

A:  I have always enjoyed the learning experience, the “aha!” moment of insight and understanding, especially when I was a student in college and graduate school.  As a student I was fortunate to have several exceptional teachers that instilled that passion in me, and I want to pass on that “joy of discovery” to my clients as well.  I guess I’m a teacher at heart.  A colleague of mine use to call me “professor”.  I'm a strong advocate of educating clients on money matters because I believe it leads to greater understanding of their financial situation and helps to make better financial decisions and avoid mistakes.

Q:  What do you like to do outside the office?

A:  My wife, daughter and I are avid golfers.  We enjoy playing golf together almost every weekend and take golf vacations every year.  Our favorite nearby golf get-a-way is in the Graeagle area in the Sierra mountains, about an hour north of Lake Tahoe California.  When I am not on the course I enjoy power walking for exercise, reading, and doing handyman projects around the house and yard. I enjoy the satisfaction of completing and seeing a job well done.