Investment Class Delivers Soup to Nuts

San Rafael, CA (PressExposure) September 20, 2009 -- At a time when people need to know more about investing comes an exciting new class. "Cooking Up A Healthier Financial Future" uses food and menu planning to help people understand the basic concepts of investing.

What does food have to do with investing? More than you might think.

Course creator, Marin based financial planner Jeff Stoffer says, “I encourage people to think about their investments as a very special meal they are preparing for their best friends (themselves) for which they select the finest ingredients with an eye not only to what is it they want, but also with regard to what is good for (financial) health. Just as a menu at a great restaurant includes diverse flavors and ingredients, so, too, will a good investment portfolio.”

A former chef at Chez Panisse, in Berkeley, CA, Mr. Stoffer came up with the idea of the “four-course investment menu” as a tool to help people understand their investments. It is helpful to think of asset allocation in terms of the menu metaphor. The four “courses” are Cash, Bonds, Stocks and Real Estate/Other. Mr. Stoffer goes on to say, “When someone hands you a menu, you know intuitively what to do. You make choices based upon your preferences and what your body needs. It is a bit more complex with investing, but investing, like planning a menu, also begins with your preferences, needs and values.”

Mr. Stoffer left the professional kitchen over 15 years ago. He now helps individuals and families with their investments and retirement planning. Mr. Stoffer brings together the enthusiasm and expertise of his two passions – cooking and investment strategy – in this unique class, Cooking Up A Healthier Financial Future. Of the class he says, “If I can convey to others the excitement of my combined interests and the resulting insight into the important and complicated subject of investing, then I will feel truly rewarded.”

Cooking Up A Healthier Financial Future, an introductory course on investing, is offered quarterly through Tamalpais Adult and Community Education. The next class is on October 14th. You can register for the upcoming class by visiting and clicking on Courses, then Financial Planning.

About Stoffer Wealth Advisors

Jeff Stoffer CFA, CFP® is a principal at Stoffer Wealth Advisors, a financial planning and investment advisory firm in Marin. Visit his website at

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Press Release Submitted On: September 21, 2009 at 1:36 pm
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