Broker Check
Jeff Stern

My mission is to help people re-imagine how they think about their personal finances.

I learned early in my career how to listen with empathy and to ask the questions that mattered most. My deep experience in accounting, financial planning and business operations have provided me with a broader understanding of the challenges individuals and businesses face when striving for financial security.

In my role as financial representative on the Snyder/Blum Team at Strategies for Wealth, I consider myself to be a caregiver for my clients. I believe in providing a safe space for them to discuss their biggest financial worries and finding the intersection between their beliefs and mine to provide guidance and advice tailored to meet their individual needs and goals.

Honesty, empathy, mindfulness, and responsiveness are at the core of who I am and what I do. When clients tell me they fully trust that I have their best financial interests at heart, it is truly the best compliment. I consider every client relationship to be a privilege and worthy of the same level of attention and service I provide to my own family.

When I’m not working, you’ll likely find me spending time with family, cross fitting, skiing, watching my daughter play soccer, coaching my son’s baseball team, or listening to various genres of music. Of the more than half of the MLB stadiums I’ve visited, Yankee Stadium will forever be my favorite.

Are you open to discussing your personal finances? If so, I’d be honored to help.

 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.