Five Star award winner Jeffrey M. Stark, MBA, CFP®

PROFESSIONAL PROFILE

Contact Me

Jeffrey M. Stark, MBA, CFP^®

Financial Advisor

LPL Financial

1017 Willow Dr

Lafayette, CA 94549

Office: 925-283-2733

Cell: 925-285-1915

jeffrey.stark@lpl.com
jeff-stark.com

PLANNING FOR A CONFIDENT RETIREMENT

Jeff is a CERTIFIED FINANCIAL PLANNER professional with over 45 years of experience advising clients on financial planning, investment management, annuities, and insurance issues.

He specializes in all aspects of retirement planning with the goal of helping his clients work towards creating a more confident financial future.

An essential part of that goal is developing a personalized strategy for retirement income, so they can maintain their quality of life throughout retirement.

The challenge is to create a retirement income that is:

Durable - to last throughout your lifetime,
Resilient - to be able to withstand market uncertainties, and
Increasing - to keep up with the cost of living.

"The process of creating a personalized Retirement Income Plan can be daunting, however, you don't have to do it alone. I can help guide you through that process as you work towards accomplishing the goals that are important to you."

Jeff is also an advocate for women’s financial success and empowerment. His goals are to help women become more knowledgeable and confident about their money decisions and gain control of their financial future.

Jeff serves a variety of clients, with a special focus on:

Individuals and couples who are working towards retirement and need a clear picture of their financial future; and
Those who are retired or about to retire and need the assurance of a durable retirement income strategy.

"Together we’ll review your financial circumstances, discuss goals, concerns, and priorities to develop a plan that’s unique to you. We’ll work collaboratively to design and support your desired financial future. Reach out to me to learn more, or to schedule a complimentary consultation."

Jeff is honored to receive the San Francisco East Bay Five Star Wealth Manager award for the 11th year and is proud to be included once again in this select group, which represents less than 3 percent of licensed wealth managers in the East Bay area. Jeff is one of only eighteen wealth managers in the East Bay who have received this award 10 times.

See Accomplishments

This award was issued on 10/01/2024 by Five Star Professional (FSP) for the time period 01/09/2024 through 08/09/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1567 San Francisco East Bay-area wealth managers were considered for the award; 85 (5 % of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,291, 87, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 1155, 90, 8%, 10/1/22, 1/17/22 - 7/15/22; 2021: 1413, 89, 6%, 10/1/21, 12/28/20 - 7/30/21; 2020: 1260, 88, 7%, 10/1/20, 1/13/20 - 8/7/20; 2019: 1340, 104, 8%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1397, 113, 8%, 10/1/18, 1/16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1/17, 1/13/17 - 7/28/17; 2016: 948, 182, 19%, 9/1/16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1/15, 3/5/15 - 7/31/15; 2014: 4527, 204, 5%, 10/1/14, 3/5/13 - 7/31/13; 2013: 858, 195, 23%, 10/1/13, 3/5/12 - 7/31/12; 2012: 1145, 233, 20%, 10/1/12, 3/5/11 - 7/31/11.

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Jeffrey M. Stark is a Registered Representative with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC finra.org, sipc.org

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 associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2019, 2021, and 2022 Five Star Wealth Managers.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.