Investment and Planning Specialist

Jeffrey D. Stanga develops financial plans from a holistic perspective, reviewing everything from retirement account holdings, real estate, tax strategies, to life insurance and establishing a proper estate plan.

A successful financial plan is built through listening to each and every individual’s wants, needs, and desires. Jeff works hard to serve your best interest and continues to monitor your plan throughout life changing events.

As a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network, he holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser – Combined State Laws Exam) securities as well as a Life/Disability Insurance License. Jeff graduated from Cal Poly San Luis Obispo with a Finance Major and Economics Minor.

He is also an avid attendee of Ed Slott’s Individual Retirement Account training seminars.

Jeff was featured on the front page of “The Daily Press,” circulated amongst the Victor Valley and high desert for his work with high school students and financial literacy. Jeff continues to give back to schools as an assistant golf coach at San Juan Hills High School.

​

Screen Shot 2020-10-26 at 10.31.12 PM.pn

Jeffrey D. Stanga, CFP®

perfff.png
Team Meeting

Get a Quote Now

Compare all relevant carriers!

Quote Now

Get a Comprehensive Quote that includes the Top Carriers​

logo bar bw.png
Simple Contact

Sucsess! We will contact you soon!

Screen Shot 2020-10-26 at 10.31.12 PM.pn

California Business Benefits is owned and operated by JWC Insurance Services inc. License #0H49301

This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Jeffrey Merwin at 949-455-0300 Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may lose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Neither Asset Allocation nor Diversification guarantees a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. FMN/FMN Capital Corp. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. This site is designed to provide information about our firm and the services we offer. The information you obtain at this site is not, nor is it intended to be, legal advice, or financial advice. You should consult an attorney or CPA for individual advice regarding your own situation. FMN and FMNCC have no affiliation with any companies displayed on bar of logos.