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Jeffrey Stern

Jeffrey Stern

Chief Operating Officer

Jeffrey Stern, the Chief Operating Officer of NPC Financial, brings 22 years of unwavering dedication to the firm, enriched by an extensive business background of owning his own business for 12 years and attending Yeshiva University’s Sy Syms School of Business.

In his pivotal role, Jeffrey spearheads NPC Financial’s comprehensive financial planning initiatives, encompassing insurance, retirement, business succession, estate analysis, wealth management, and executive/employee group benefits. As an integral part of NPC’s Executive Management Team, he not only advises associates but actively fosters their professional growth and practice development. His involvement extends to long-term planning and shaping the corporate vision of the firm.

Beyond corporate endeavors, Jeffrey is deeply engaged in the community, having served on the boards of Brauser Maimonides Academy, The Young Israel of Hollywood, and the Foundation of the Jewish Federation of Broward County. His commitment extends to active involvement in various local and national charitable organizations.

Jeffrey's industry accolades include prestigious awards like Guardian’s Leaders Club and Executive Club, GAMA’s Frontline Leader Award, Guardian’s Presidential Citation Award and recognition as a Million Dollar Round Table Award Winner, attesting to his exceptional contributions to the financial services sector.

Outside the office, Jeffrey, alongside his wife Rosalyn, resides in the Emerald Hills section of Hollywood, Florida. They have six children - Jared, Justin, Julia, Doni (and his wife Sara) Aiden and Owen, and they are the proud grandparents of Ruthie Sausen. They also share their home with their Goldendoodle, Migo. During his leisure moments, Jeffrey enjoys traveling and playing golf.

Registered Representative & Investment Advisor Representative of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0I77184.

Million Dollar Round Table is endorsed by but not affiliated with Guardian or it’s subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.