Jeffrey M. Stark CFP

Jeffrey M. Stark CFP Independent Financial Advisor, LPL Financial Jeffrey M. Working collaboratively, you’ll design and support your desired financial future. Member FINRA/SIPC.

Stark, MBA, CFP® is an independent Financial Advisor that specializes in helping clients plan for a confident retirement. Together you’ll review your financial circumstances, discuss goals, concerns, and priorities to develop a plan that’s unique to you. Reach out to learn more, or to schedule a complimentary consultation today. Securities and advisory services offered through LPL Financial, a reg

istered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Americans upbeat about their finances, despite election stress http://ow.ly/w5w5305JbC7
11/03/2016

Americans upbeat about their finances, despite election stress http://ow.ly/w5w5305JbC7

Here's a reason to smile, even with the doom and gloom of the election cycle: Your finances are in better shape these days.

40 Ways to Save Money Over the Holidays  http://ow.ly/Bsqy305I2UU
11/03/2016

40 Ways to Save Money Over the Holidays http://ow.ly/Bsqy305I2UU

Retail spending is expected to jump 3.6 percent in November and December, up to $655.8 billion, reported the National Retail Federation. And in...

Is the 401(k) the Right Retirement Plan to Use? http://ow.ly/MlNl305HSe2
11/02/2016

Is the 401(k) the Right Retirement Plan to Use? http://ow.ly/MlNl305HSe2

Is it time to rethink the 401(k) as an integral part of retirement planning? Here's a look at an alternative.

Everything you need to know about the money you give http://ow.ly/9E1D305Jbwt
11/01/2016

Everything you need to know about the money you give http://ow.ly/9E1D305Jbwt

It's that age old question: Who do you tip and how much? Here are the Do's and Don'ts of leaving a tip.

5 Emotional Mistakes That Hurt Your Financial Plans  http://ow.ly/5R9T305I0Na
10/31/2016

5 Emotional Mistakes That Hurt Your Financial Plans http://ow.ly/5R9T305I0Na

Learning to curb your emotions when making—or ignoring—financial decisions can have an intensely positive effect on your finances.

Retirement Savings: Is Your Home an Investment?  http://ow.ly/1lgg305HRG3
10/31/2016

Retirement Savings: Is Your Home an Investment? http://ow.ly/1lgg305HRG3

Does it make sense for those nearing retirement, or who already retired, to pay off their mortgage?

The 5 Expenses That Evaporate As Soon As You Retire http://ow.ly/pene305wS1h
10/28/2016

The 5 Expenses That Evaporate As Soon As You Retire http://ow.ly/pene305wS1h

You'd be surprised how much you save when you stop working.

Time to start an emergency fund http://ow.ly/Fd8V305vj7D
10/27/2016

Time to start an emergency fund http://ow.ly/Fd8V305vj7D

It's time to get real about an emergency fund. Here's how much you need to save and how to save it.

Asset Allocation: Is Your Portfolio Diversified?  http://ow.ly/8o4A305ty2q
10/27/2016

Asset Allocation: Is Your Portfolio Diversified? http://ow.ly/8o4A305ty2q

The right asset allocation strategy means that you will stick with it through bear and bull markets.

How Late Divorce Seriously Messes Up Retirement For Older Women  http://ow.ly/AZhL305wPio
10/25/2016

How Late Divorce Seriously Messes Up Retirement For Older Women http://ow.ly/AZhL305wPio

Unless she happens to live in Sicily, in which case, maybe not so much.

Address

1017 Willow Drive
Lafayette, CA
94549

Alerts

Be the first to know and let us send you an email when Jeffrey M. Stark CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jeffrey M. Stark CFP:

Share