Planning for a Financially Confident Retirement



Jeffrey M. Stark, MBA, CFP® is an Financial Advisor with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping clients with money matters for over 42 years.  Jeff focuses on all aspects of retirement planning.

Understanding Your Financial Future


My goal is to help my clients in every aspect of their financial lives, especially working toward a  financially confident retirement.

However, pursuing a comfortable retirement can be like trying solve a complicated jigsaw puzzle with hundreds of interlocking pieces. The goal is to match the picture on the box. But sometimes that picture isn't so clear. Sometimes it's difficult to figure out how all the pieces fit together to reach the retirement that you envision and that you deserve. That's where retirement planning comes in.

For most people, the three most important questions they need to answer for themselves are:

  • Can I afford to retire and maintain my lifestyle?
  • How much income do need, and where will it come from?
  • Will I run out of money?

What I Do

I help my clients think through their financial circumstances, discuss the goals, concerns and priorities that are important to them, and then together, develop a realistic plan to work towards achieving those goals.

I Help Those Who Are

  • Approaching retirement and need a clear picture of their financial future; and 
  • Retired or about to retire and seek to create a sustainable lifetime income strategy.


I further focus on helping women gain control of their financial future.  I support their financial success and empowerment through all of life's transitions and changing circumstances. 

Your Retirement... It's Up To You!

How well you retire tomorrow, depends on how well you plan today.

No matter what stage you are in preparing for retirement, whether you're already retired, approaching retirement, or years away, I can help.


If you would like to work towards a more confident financial future, or if you would like a "second opinion" on a particular matter, I can help.

I provide a complimentary 45-minute consultation either by phone, Zoom conference, or in person. 

Please click HERE to request your complimentary consultation.


2021 Five Star Wealth Manager


“It is an honor to be a recipient of this prestigious award for the 8th year and to be included once again in this select group of advisors, which represents 8% of the wealth managers in the San Francisco East Bay area".


Five Star Professional conducts in-depth, market-specific research covering 45 major markets across the United States and Canada to identify outstanding service professionals.

The Five Star Wealth Manager award is based on 10 objective criteria, such as industry experience, number of households served, client assets, client retention, education and professional designations, and regulatory and complaint history.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2019 and 2021 Five Star Wealth Managers.