Please complete the CAPTCHA to continue
@fmncc.com
✓
1 phone found area 760
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jeff Stanga Cfp(R) is listed as Certified Financial Planner at Financial Management Network, a with 26 employees, based in Aliso Viejo, California, United States. AeroLeads shows a work email signal at fmncc.com, phone signal with area code 760, and a matched LinkedIn profile for Jeff Stanga Cfp(R).
Jeff Stanga Cfp(R) previously worked as Retirment Account Specialist at Scevro Finance, Dba Stanga Financial And Insurance Services and Portfolio Manager at Newport Private Capital. Jeff Stanga Cfp(R) holds Bachelor Of Science (Bs), Finance, General from California Polytechnic State University-San Luis Obispo.
This section adds company-level context without repeating Jeff Stanga Cfp(R)'s masked contact details.
AeroLeads found 1 current-domain work email signal for Jeff Stanga Cfp(R). Compare company email patterns before reaching out.
In the ever-changing world of complex ERISA 401(k) and 403(b) regulations, fiduciary responsibilities, and financial market volatility, Jeff’s goal is to take a holistic approach to retirement and financial planning, guiding clients on the path to retirement, as well providing post-retirement wealth management advice.As a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network, Jeff aims to simplify the complexity of clients’ financial lives by building a successful plan via active listening, proficient plan design, and an in-depth understanding of 401(k) and 403(b) regulations. As the retirement planning industry becomes more complex and the need for a knowledgeable, specialized ERISA advisor becomes increasingly more pertinent, Jeff stands ready to assist and educate clients so that a comfortable retirement is not just a dream, but a reality. ----Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC.
Listed skills include Investments, Retirement Planning, Mortgage Lending, Retirement, and 7 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Mission Viejo, Ca
Financial Management Network: A Financial Planning Firm. We manage and set up 401(k) and 403(b) defined contribution plans.We also prepare comprehensive financial plans for individuals and businesses. Starting with tax planning and moving into cash flow management, investment management and ultimately estate planning.
Southern California
As the founder of Scevro Finance, DBA Stanga Financial and Insurance Services I have been able to give people the security of retirement plans through fixed and fixed indexed annuities as well as a managed futures portfolio. By using indexed annuities my clients get a portion of the growth of the S&P 500 and Nasdaq markets but none of the losses. Coupling this with the correct long term care insurance and death benefit allows a family the luxury or knowing they can live well into their 90s and still have enough retirement income and protection against any health issues that arise.
Orange County, California Area
I actively managed futures options and futures on the S&P 500, Crude Oil, 30 Year bonds and COMEX Gold. We do this through daily management of credit spreads. I used teh market profile and auction theory to enter and exit trades producing low double returns. Created and delivered daily analytical market reports to clients detailing entry and exit trade level recommendations. Consulted with broker dealers, IBs, and RIAs on alternative asset allocation in the overall portfolio creation.
A financial services company focused on mortgages and life insurance. After procuring a new residential loan for a customer we would provide them with the necessary life insurance to protect the family against any untimely passing of the heads of the household.
Orange County, California Area
Met with 100+ retail mortgage brokers advising on fixed and variable interest rates as well as mortgage term length (10yr, 15yr, 20, 30yr, 40yr). In August 2005 I set the rookie record for $7.4 million in funded business.
Other employees you can reach at fmncc.com. View company contacts for 26 employees →
Amanda Wilde
Colleague at Financial Management NetworkMission Viejo, California, United States
View →
CF
Curtis Farrell Aif®, Cfp®
Colleague at Financial Management NetworkMission Viejo, California, United States
View →
MW
Mary Wilde
Colleague at Financial Management NetworkMission Viejo, California, United States
View →
LT
Lisa Thurman
Colleague at Financial Management NetworkMission Viejo, California, United States
View →
NG
Niloofar Ghyasi
Colleague at Financial Management NetworkTehran, Tehran Province, Iran, Islamic Republic Of
View →
KA
Kc Aggarwal
Colleague at Financial Management NetworkNorth Delhi, Delhi, India
View →
RR
Richard Rang, Mst, Ea, Cfp®
Colleague at Financial Management NetworkMission Viejo, California, United States
View →
JM
Jeffrey Merwin, Cfp®
Colleague at Financial Management NetworkMission Viejo, California, United States
View →
GW
Graham Wallwork
Colleague at Financial Management NetworkGreater Preston Area, United Kingdom
View →
KL
Kin Lindgren
Colleague at Financial Management NetworkMission Viejo, California, United States
View →
Quick answers generated from the profile data available on this page.
Jeff Stanga Cfp(R) works for Financial Management Network.
Jeff Stanga Cfp(R) is listed as Certified Financial Planner at Financial Management Network.
AeroLeads has found 1 work email signal at @fmncc.com for Jeff Stanga Cfp(R) at Financial Management Network.
AeroLeads has found 1 phone signal(s) with area code 760 for Jeff Stanga Cfp(R) at Financial Management Network.
Jeff Stanga Cfp(R) is based in Aliso Viejo, California, United States while working with Financial Management Network.
Jeff Stanga Cfp(R) has worked for Financial Management Network, Scevro Finance, Dba Stanga Financial And Insurance Services, Newport Private Capital, Cal State Financial Group, and Accredited Home Lenders.
Jeff Stanga Cfp(R)'s colleagues at Financial Management Network include Amanda Wilde, Curtis Farrell Aif®, Cfp®, Mary Wilde, Lisa Thurman, and Niloofar Ghyasi.
You can use AeroLeads to view verified contact signals for Jeff Stanga Cfp(R) at Financial Management Network, including work email, phone, and LinkedIn data when available.
Jeff Stanga Cfp(R) holds Bachelor Of Science (Bs), Finance, General from California Polytechnic State University-San Luis Obispo.
Jeff Stanga Cfp(R) is listed with skills including Investments, Retirement Planning, Mortgage Lending, Retirement, Insurance, Iras, 401K, and Finance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts