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Jeff Stern

Jeff Stern is a Financial Representative having worked in various Corporate Financial Planning and Analysis positions for both public and private companies.  He earned his C.P.A. while working for PricewaterhouseCooper LLC.  In these roles, he has helped companies plan for the future and evaluate the past.  He has advised CEOs, CFOs and General Managers on mitigating risks and taking advantage of opportunities.

Jeff lives in Millwood, NY with his wife, two children and a dog.  In his spare time, which is limited, he enjoys CrossFit, skiing, music, and homebrewing beer.


Jeff Stern is an agent of Strategies for Wealth an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.