Jeff Stark of Lafayette CA Receives the Womens Choice Award as highly recommended Financial Advisor by Women for Women


(MENAFNEditorial)

September 22 2015 Lafayette CA.  As the leading advocate for female consumers WomenCertified Inc. is pleased to announce that Jeff Stark has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Jeff Stark has to extraordinary service in addressing the financial needs of women and their families.

“I am honored to receive this award for the third year in a row.  I appreciate and understand the many important and varied roles women take on at various stages in their lives and the unique financial challenges they face as they try to secure the financial well-being for themselves and their families.  My goal is to help empower women to make smart decisions with their money avoid costly mistakes and gain confidence and control over their financial future.”

WomenCertified originator of the Women’s Choice Award was created by Delia Passi the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this outstanding group of advisors to showcase their commitment to the women’s market while giving potential clients a starting point for entrusting their finances to an advisor. 

As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security WomenCertified Inc. has created the solution.  This powerful national initiative distinguishes advisors who support female consumers in their quest for financial education.

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ABOUT FIRM/ADVISOR

Jeffrey M. Stark CFP® is a Financial Advisor with LPL Financial.  His office is in Lafayette California and serves the greater San Francisco Bay Area.  Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and has been helping clients with money matters for over 35 years and specializes in retirement planning.

Jeff’s goal is to help his clients in every aspect of their financial lives especially working toward a comfortable and secure retirement. 

His services include financial planning retirement planning lifetime income strategies investment management life and long-term care insurance analysis and planning social security claiming strategies estate planning educational workshops for women planning for women in transition as a result of death divorce or career change college expense planning charitable remainder trust strategies and is a workshop presenter and guest speaker to various groups and organizations.  

He is currently conducting workshops on “The 10 Things Every Women Should Know About Her Finances” “Savvy Social Security Planning for Women” and “Taking Control – Financial Strategies for Women”.  Please contact Jeff if you would like him to be a speaker at your next event.

Jeff is a member of the East Bay Chapter of the Financial Planning Association the Estate Planning Council of Diablo Valley and actively involved in the Lafayette Chamber of Commerce the Walnut Creek Chamber of Commerce and the annual East Bay Women’s Conference.

Jeff received his BA degree from Muskingum University in New Concord Ohio.  He studied at the University of Munich in Munich Germany during his junior year and graduated from Muskingum with honors.  Jeff also received an MBA degree from Indiana University in Bloomington Indiana before moving to California in 1972.  Since the mid-1970’s Jeff’s career has been focused on helping people towards achieving their financial goals. 

 

ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials experience and a favorable regulatory history among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc. home to the Women’s Choice Award awards businesses brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more visit www.womenschoiceaward.com.

** 14th Annual Transamerica Retirement Survey of Workers (2014)
***Source: Harnessing the Power of the Purse by the Center for Talent Innovation 2014
****Source: Financial Experience &Behaviors Among Women 2010−2011 Prudential Research Study (article breaking it down here).


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