EXPLOREJeffrey Stark
MY WHY
Why I Became a Financial Advisor
Choosing a career as a financial advisor is a unique opportunity to fulfill a personal entrepreneurial life ambition while more importantly experiencing both the challenge and reward in making a positive difference in the overall lives and financial peace of mind for each and every client.
My primary focus is building lasting client relationships, helping each of our clients make a lifetime of sound financial decisions through personalized, practical and objective financial advice.
MORE ABOUT JEFF
Jeffrey Stark joined Forum Financial Management in 2018 and currently serves as a Financial Advisor. Following retirement from a 35-year career in technology and data analytics with Rensselaer Polytechnic Institute, he joined Stark & Basila Certified Public Accountants, P.C. in 2018 as a client services associate supporting the financial services team. He became an advisor in 2019.
Throughout his professional career, Jeff’s philosophy has been to build lasting, personalized client relationships focused on understanding. Using this same philosophy coupled with his analytics background, he looks forward to helping clients achieve their personal financial goals.
Jeff earned a bachelor’s degree in computer science from Siena College in Loudonville, New York.
In his free time, Jeff enjoys playing golf, cooking for his family, taking long walks on the beaches of Maine and cherishing time with family and close friends.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
