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About Me

Jeffrey B. Stoll, CPA, CFP® is an independent financial service organization. As a CPA, I have been helping clients for quite a long time. I became licensed for financial services in 1999, immediately after California adopted legislation to allow CPA's to provide such services. I was motivated to become licensed because I saw on a number of occasions that clients were not provided advice from wire houses that were in the clients' best interest.

I am dedicated to helping you achieve your financial objectives for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.

I am also pleased to be able to offer you financial planning services. I work one-on-one with my clients to understand what's unique, as well as what's important to them and their families. The Vision MapSM process provides the foundation for a strategic financial plan designed to help achieve both your short and long-term goals. As your Financial Adviser, I work with you to develop your personal financial strategy. Together, we'll monitor your plan to keep you on track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial strategies.