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.
​
Jeffrey D. Stanga, CFP®
