Strategies for Wealth
Jeff Stern, CPA, MBA, has extensive experience in financial management and analysis, currently serving as a Financial Professional at Strategies for Wealth since November 2020. Previously, Jeff held senior roles at Zeta Global, including Senior Director and Director of FP&A, and made significant contributions at PepsiCo as Senior Manager in Financial Planning and Analysis, overseeing critical supply chain finance operations. Recognized with a Global Finance Leadership Award in 2011, Jeff has demonstrated expertise in data-driven performance analysis and strategic planning. Earlier career experiences include positions at PricewaterhouseCoopers and SAP AG. Jeff holds an MBA in Finance and Leadership from NYU Stern School of Business, a Master of Science in Accounting from Pace University, and a Bachelor of Science in Human Factors Engineering from Tufts University.
Strategies for Wealth
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York as well as throughout the New England area. The firm was established 85 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Through our unique planning process, we offer a conversation to individuals and businesses that very few firms can initiate- a conversation encompassing a 360-degree perspective on our clients’ financial picture. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-102005 Exp. 5/22