Advisor Profile

Joe Stern

Senior Director, Wealth Management

With nearly 30 years as a financial advisor, Joe helps provide his clients with clarity and confidence.

Joe Stern combines a wealth of experience with a passion for both education and retirement planning. Joe helps clients by designing custom strategies that helps put them on their chosen path to retirement.

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


  • Retirement Management Advisor (RMA) certificate, Investments and Wealth Institute
  • Petaluma Healthcare District, Board of Directors


  • Bachelor of Arts in English and Economics, Wabash College
  • Masters in business administration, Washington University,