Joe Stern, RMA

Joe Stern, RMA


What's your why?

"For me, it is incredibly rewarding to use analytical abilities to improve human experience. I was a double major in college, English and Economics. People always find the combination strange: English being about perspective and empathy, with economics being more analytical and about efficiencies. Wealth management allows me to connect peoples lives with their money in a way that improves confidence and increases fulfillment."


Joe Stern combines a wealth of experience with a passion for both education and retirement planning.  He has enjoyed more than 25 years as a financial advisor.  As a fiduciary, he builds trusted relationships with clients by focusing on clarity and confidence.

One of the most rewarding aspects of working with clients is seeing them transition into retirement and enjoying the best years of their lives.  Joe helps clients find peace of mind by designing custom strategies that put them on the right path to retirement.  He also helps businesses enhance their retirement plans by improving employee education and participation.

Joe holds his Retirement Management Advisor certificate from the Investments and Wealth Institute. A graduate of Wabash College, Joe earned his bachelor’s degree in 1992.  He also received a Masters in Business Administration from Washington University in St. Louis.

Joe lives in Petaluma with his wife and two children.  Outside of work, he enjoys golfing, hiking and coaching soccer.  He has also served on the Board of Directors of the Petaluma Health Care District since 2015.

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