Jeffrey Stern is the Managing Director of the NPC Financial Hollywood office and leads the firm in its commitment to provide sound advice and design wealth strategies. He does so in a comprehensive spectrum of financial planning areas including insurance, retirement, business succession, estate analysis, wealth management and executive/employee group benefits. As a member of NPC’s Executive Team, he advises the firm’s associates and focuses with them on their professional growth and practice development. He’s also involved in the firm’s long term planning and corporate vision. He has been with the firm for 22 years.
Jeffrey earned a Bachelor of Science degree in Accounting from Yeshiva University’s Syms School of Business in New York. He also has extensive business experience having owned and operated his own business for 12 years prior to joining the firm. He has served on the boards of Brauser Maimonides Academy, The Young Israel of Hollywood and the Foundation of the Jewish Federation of Broward County. He is also a member of the National Association of Insurance and Financial Advisors and the General Agents and Managers Association.
Jeffrey is an Investment Advisor Representative. He has received numerous industry awards including: Guardian’s Leaders Club and Executive Club, GAMA’s Frontline Leader Award and Guardian’s Presidential Citation Award.
Jeffrey resides in the Emerald Hills section of Hollywood, Florida with his wife Rosalyn and in his free time enjoys traveling and playing golf.
(National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my advisory business.)
Registered Representative & Investment Advisor Representative of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0I77184.