Jeffrey K. | Registered Principal | Stark Wealth Management

Jeffrey K. Stark

Registered Principal, LPL Financial
Jeff@StarkWM.com
909-624-3949

Jeff Stark has been in the financial services industry in the Claremont area since 1986 and is the founder of Stark Wealth Management. 

Jeff started in the financial services industry with a desire to help individuals and families grow and manage their wealth to live out their dreams. He began his career as an advisor with Waddel and Reed and started his own financial services firm in 1992. Since then, he has grown Stark Wealth Management into a seven-person team with over half a billion dollars in assets under management.

Jeff specializes in asset allocation and retirement planning strategies for high net worth clients. His practice is built on integrity, providing sound investment advice and developing strong client relationships. He holds FINRA Series 7, 24, 51, and 63 registrations through LPL Financial. Jeff is also a licensed agent with the State of California for Life, Health, and Long-Term Care Insurance and is a registered financial fiduciary.

With almost four decades of experience, Jeff is a frequent speaker on financial topics and provides leadership to many financial institutions through participation on boards and committees. Past service includes: President of the Planners Network, Inc., Advisory Council Member of PIMCO Funds, President’s Advisory Committee of the National Planning Corporation, and Advisory member of LPL Financial.

Additionally, Jeff is a committed community member and has previously provided guidance to many local charities, foundations, and boards including: Claremont Unified School District (President), Los Angeles County Fair (Association Member), Claremont Community Foundation (Treasurer), Pilgrim Place (Investment Committee), Claremont Educational Foundation (Board Member), and Mt. San Antonio Gardens (Board Member). He currently serves as a Chairman of the Board for Foothill Country Day School.

Jeff cherishes spending time with his wife, Cris, his three adult children, and two grandchildren. When he is not at the office, Jeff enjoys surfing, diving, cycling, and golf.