Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions, we can help you plan for this new chapter of your life.
The initial plan evaluation provided by Stark Miller aims for a complete understanding of your company’s needs and level of flexibility. We will match your needs to the results of the vendor evaluation.
Starting a new plan or converting an existing plan requires precise coordination and smooth execution. As your advisor, Stark Miller provides advocacy and assistance to you. Our job is to proactively ensure that your needs are communicated to the service provider's representatives and other involved professionals, and that you remain fully informed throughout the implementation process.
Bruce A. Miller is the Senior Partner at Stark Miller Financial Benefits Group.
Bruce has dedicated more than 50 years to assisting corporate and individual clients with their financial goals and needs.
A Bay Area native, Jason Pera grew up in San Jose working in his family’s century old French bread bakery and attended Bellarmine College Preparatory. It is at these 2 institutions he credits with instilling in him the values of responsibility and accountability.
Jason graduated Summa Cum Laude from the Barrett Honors College at Arizona State University with a Bachelor of Science in Finance in 2003. Upon graduation he returned to the Bay Area and began in his career in the financial planning industry. Jason continued to grow his practice when he joined Stark Miller in 2004. This afforded him the opportunity to expand his expertise by adding a niche in qualified plans. In 2007 he achieved his Certified Financial Planner designation.
Jason frames his practice around the concept of wealth. Jason defines wealth as more than just money but the combination of personal, intellectual, social and financial capital. In addition, to his experience with qualified plans Jason’s specialties include individual retirement planning, and estate planning.
When not working to find solutions for his clients, Jason devotes his time to his high school sweetheart, now wife, Nichole and their 4 beautiful and very active children … needless to say there is never a dull moment at the Pera house! Jason also enjoys cooking, sports and relaxing with a nice glass of wine. He is very active in his community and is particularly passionate about organizations focused on education and job development.
Marc LaRhette is a Partner with Stark Miller Financial Benefits Group. He has over 25 years of experience specializing in group retirement plans and has worked with virtually every type of plan, both Defined Contribution and Defined Benefit, over his career. He has multiple certifications that demonstrate his commitment to serving Plan Sponsors and Participants as the trusted adviser to their retirement plan, including the Accredited Investment Fiduciary (AIF®), Certified Employee Benefits Specialist (CEBS), Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA) certifications. One way he keeps up to date on the latest trends, regulations and opportunities in employee benefits Is through the extensive continuing education requirements of his certifications.
Marc is passionate about working with his plan sponsor clients to maximize the value of their qualified and non-qualified retirement plans, make sure employees understand the valuable benefit they provide and help employees take the right steps to plan for a comfortable retirement. He speaks fluent Spanish and has used his language skills to help plan sponsor clients draft employee communications and deliver enrollment meetings in Spanish.
Outside of work, Marc enjoys hiking with his wife Alicia and dog Charlie, and supporting his two sons Cooper & Finn to do their best in school and in life. He has volunteered with a number of local organizations, including the Northern California Chapter of Employee Benefits Specialists, Boy Scouts and his boys’ sports teams & school activities.
Phone: (510) 839-4852
Fax: (510) 839-4853
Jason R. Pera: firstname.lastname@example.org
Marc T. LaRhette: email@example.com
3650 Mt. Diablo Blvd., Suite 104, Lafayette, CA 94549
To learn more about the professional history of our financial advisors please visit FINRA's BrokerCheck
Stark Miller Financial Benefits Group is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services provided by Stark Miller Financial Benefits Group not affiliated with Woodbury Financial Services, Inc.
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