Wealth: It means so much more than just an accumulation of money. It’s the whole of what’s important to you in your life. And that’s why managing your financial future has to be done within the context of your life⎯where you’ve come from and where you want to go from here.
At Stoffer Wealth Advisors, that’s what matters⎯your life, with all its twists and turns.
I understand about twists and turns, believe me. My first career was as a highly successful chef at Chez Panisse, in Berkeley, California. As much as I loved cooking, I became even more passionate about what had begun as a sideline – finance and investments. The challenges of finding exceptional opportunities, rigorous analysis, and the discipline required to excel echoed those that face a serious chef, while providing deeper rewards. So I left the professional kitchen to complete accreditation in advanced financial management, allowing me to be of service to people on another, more personal and comprehensive level. That was over fifteen years ago. Today, I’m the principal of Stoffer Wealth Advisors.
As your financial advisor, I want to know about more than your balance sheet. Tell me about yourself. I want to know about your values, about what is truly important to you. How did you get to where you are today? Where do you see yourself five, ten, and twenty years down the road? Stoffer Wealth Advisors can help you get there. I can help you take care of the business of life – well planned, and well lived.
