Jeff Stoffer
Helping professionals approaching retirement make conscious choices with money.
- Role
- Financial Advisor at Terra Blue Wealth Management
- Location
- San Rafael, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeff Stoffer
After a successful first career as a chef at the nationally renowned restaurant Chez…
Experience
Financial Advisor
Jan 2022 — Present
Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Please review our Terms of Use here: Blue Wealth Management, 3030 Bridgeway, Suite 330, Sausalito, CA 94965,(41••••••67.
Skills
- Securities
- Public Speaking
- Estate Planning
- Strategic Financial Planning
- Strategy
- Portfolio Management
- Asset Managment
- Alternative Investments
- Financial Modeling
- Financial Analysis
- Equities
- Cooking
- Small Business
- Wine
- Business Development
- Retirement Planning
- Outdoor Cooking
- Insurance
- Asset Allocation
- Wealth Management
- Investment Management
- Finance
- Financial Advisory
- Strategic Planning
- Menu Planning
- Investment Advisory
- Investments
- Team Building
- Asset Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.