Jeffrey K. Stark
Jeff Stark has been in the financial services industry in the Claremont area since 1986 and is the founder of Stark Wealth Management. He earned an Economics degree from the University of California at Santa Barbara and has completed advanced courses from the Claremont Graduate University.
Jeff is a frequent speaker on financial topics and provides his expertise and has provided leadership to many financial institutions, including: President of The National Planners Network Inc., Member of The Advisory Council of PIMCO Funds, Member of the President’s Advisory Committee- National Planning Corporation, and currently as an Advisory Member for LPL Financial. Additionally, Jeff is a committed community member and has previously volunteered his time to provide support and guidance to many local boards and foundations, including: President- Claremont Unified School District, Association Member of the Los Angeles County Fair, Investment Committee Chairman- Claremont Senior Foundation, Treasurer- Claremont Community Foundation, Board Member of Claremont Educational Foundation, Investment Committee Member- Pilgrim Place, Chairman of the Claremont Early Childhood Center, and currently as a Trustee of Foothill Country Day School.
He is a Registered Principal and a financial advisor with LPL Financial, a national broker/dealer comprised of investment professionals.
Jeff specializes in the asset allocation investment strategies for high net worth clients. His practice is built on integrity, providing sounds investment advice, and developing strong client relationships. He is an Accredited Investment Fiduciary and holds FINRA Series 7, 24, 51, 63 registrations through LPL Financial. His broker/dealer association is with LPL Financial, a Registered Investment Advisor and member of FINRA and SIPC. Jeff is also a licensed agent with the state of California for Life, Health, and Long-Term Care insurance.
In addition to his community involvement, Jeff cherishes spending time with his wife, Christine, and three children. He also enjoys surfing, hiking, cycling, and golf.