Jonathan Stouffer, AIF^®

Director of Investments

Phone: (949) 223-8368
Fax: (949) 223-8101
E-mail: jonathan.stouffer@tfgroup.com

Jonathan Stouffer is the Senior Investment Specialist for Tax & Financial Group (TFG). His focus is on building customized investment solutions for our clients, as well as, developing new strategies for the ever-changing investment landscape.

Jonathan is an Accredited Investment Fiduciary (AIF®) and advises business owners of their role as fiduciary for the company-sponsored retirement plans that they offer to their employees. He specializes in constructing systems and prudent practices to help minimize liability.

Before joining Tax & Financial Group, Jonathan was an Associate Partner at Webster Investment Advisors in Boulder, Colorado. There he specialized in comprehensive financial strategies and asset allocation solutions for families and individuals. In addition, he developed specific investment policies and strategies for family foundations.

Jonathan earned a Bachelor of Science Degree (B.S.) in economics from Texas Christian University and graduated as a member of the International Honor Society in Economics. He holds his Series 7, 24, and 66 securities registrations and insurance licenses.

Jonathan currently lives in Costa Mesa, California with his wife, Sarah and two daughters.

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