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CJ Stermetz

CFP®, CEP, Series 65

Member, NextGen Advisory Task Force

CJ Stermetz is an innovative financial advisor at Moss Adams known for his forward-thinking approach. With dual certifications as a Certified Financial Planner® (CFP®) and a Certified Equity Professional (CEP), along with six years working in Silicon Valley, he seamlessly combines technical expertise with practical financial advice.

CJ sees himself not just as an advisor but also as an educator. He believes that when used effectively, equity can significantly improve people's lives. It's a tool that helps individuals secure financial stability, build wealth, and achieve their long-term goals.

Outside the world of financial advice, CJ prioritizes his family, spending much of his free time with his wife and son (with a second son joining soon). Together they adventure outdoors, play sports, board games, and travel to Spanish-speaking countries.

Financial Advice

Leadership

Investments

CJ Stermetz is an innovative financial advisor at Moss Adams known for his forward-thinking approach. With dual certifications as a Certified Financial Planner® (CFP®) and a Certified Equity Professional (CEP), along with six years working in Silicon Valley, he seamlessly combines technical expertise with practical financial advice.

CJ sees himself not just as an advisor but also as an educator. He believes that when used effectively, equity can significantly improve people's lives. It's a tool that helps individuals secure financial stability, build wealth, and achieve their long-term goals.

Outside the world of financial advice, CJ prioritizes his family, spending much of his free time with his wife and son (with a second son joining soon). Together they adventure outdoors, play sports, board games, and travel to Spanish-speaking countries.

Financial Advice

Leadership

Investments