Jeff Stark has been in the financial services industry in the Claremont area since 1986. He earned an Economics degree from the University of California and has completed advanced courses from the Claremont Graduate University. He is a Registered Principal and a licensed stockbroker with LPL Financial, a well respected, national broker/dealer comprised of investment professionals.
Jeff is a frequent speaker on topics such as Retirement Planning, Investing and Estate Planning. Institutional seminar and investment clients have included a major defense contractor, a large pharmaceutical company, colleges, churches, retirement groups and law enforcement associations.
Jeff specializes in the area of retirement planning, asset allocation and investment strategies. His practice is built on integrity, providing sound financial advice and providing full disclosure of all costs, fees and risks. He is pleased to provide references upon request and an initial no obligation consultation is provided without cost.