Sharen M. Stoner, ChFC, CLU, CFP®
H. Jerry Schiff, CPA, PFS
James G. Stoner Holk, CFA
Sharen M. Stoner, ChFC, CLU, CFP®
Sharen is the principal of SMS Financial LLC. She brings to our clients a wealth of resources which include the following:
Sharen’s focus is on using financial planning with individuals and families to help them reach their goals. She is a creative financial planner who see the interaction of taxes, investments, estate and retirement planning as a big picture, yet is able to drill down to details. She loves to help clients achieve their financial goals
Email Sharen at firstname.lastname@example.org
H. Gerald (Jerry) Schiff, CPA, PFS, MST
VISION: Growing up in Michigan, Jerry always wanted to see a more glamorous side of life. First as an artist, then as a philosopher, and finally as an entertainer. That was not the life his parents chose for him as they wanted him to be financially secure. Jerry moved to New York City at age 22 to pursue his graduate studies and career in accounting and taxes. Jerry’s education never stops. In 2007, he received a Bachelor of Law, after having a Bachelor’s in Accounting, Master’s in taxation and an accounting PhD. His passion for the arts has also never ceased and art and gem collecting are ones that still continue. He turned his passion and education into a career that combined both. Jerry thinks like an artist in a business world by making tax preparation and financial planning an art form. The passion continues with helping clients achieve a maximum tax savings and a lifetime of investing.
Professional Achievements: As a Certified Public Accountant for over forty years and a with a PFS designation from the American Institute of CPAs for over 6 years, Jerry has the education and work experience needed to help clients in all areas financial. He has worked for several of the country’s largest CPA firms in New York as well as holding positions in the finance departments of major corporations. His CPA practice began in 1977 in New York and within a few years expanded to California. The PFS (Professional Financial Services) designation is given after several years experience in the financial planning field and after passing a series of exams in that area as well Ethics and a hands-on experience in stock trading and analysis.
Education: Jerry received a BA in Accounting from Wayne State University and a Master’s in Taxation from the University of Hartford, as well as a PhD in Accounting from New York University and Bachelor of Law from the West Coast School of Law. He was an instructor in accounting at Hunter College and Baruch College in New York for eight years.
Community: Jerry was a member of the Community Board in New York City for many years having been chosen to serve by Mayors Koch and Dinkens. He founded a national small business organization and visited the White House several times in that capacity. In Big Sur, Jerry served on the Chamber of commerce, the Board of the Henry Miller Library and is currently President of the Pfeiffer Ridge Road Association and Vice-President of the Big Sur Arts Initiative.
Jerry is very focused on saving taxes for individuals and businesses and chose to do financial planning to combine the ability to prepare tax returns, save tax dollars and find the correct vehicle for saving those dollars for a lifetime of financial independence and diversification. Jerry has been a financial advisor for 9 years.
Email Jerry at email@example.com
James G. Stoner Holk, CFA
James is particularly interested and knowledgeable about portfolio design and management as well as asset pricing. He has completed his master’s degree in financial analysis at the University of San Francisco and is a CFA® charterholder.
James enjoys research, analysis, and portfolio management. He actually reads prospectuses and economic textbooks for fun! When not studying finance, he enjoys hiking, playing guitar, and reading up on any number of random topics.
Email James at firstname.lastname@example.org
The SMS Financial LLC site has been designed for informational purposes only. We reserve the right to make modifications at any time, without notice. No information contained on the site constitutes investment advice. Your use of this information does not constitute a client relationship. Past performance does not guarantee future results.
The information provided is in no way intended as an offering or a solicitation of a security which may be referenced in the site. It is not intended for distribution to, or use by, any person in any jurisdiction where such use would be contrary to law or regulation, or which would subject SMS Financial LLC to any registration requirement with such jurisdiction. SMS Financial LLC is not offering services in states were we are not properly registered. Please call for the most current information on such registration.
Copyright © 2010
Unless specifically authorized in writing, any and all information on this site may not be reproduced, transmitted, displayed, distributed, published or otherwise used.
At certain places on this SMS Financial LLC Internet site, live links to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations, or individuals independent of SMS Financial LLC. SMS Financial LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Links are being provided for information purposes only.
Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by SMS Financial LLC.