Financial Management Network, Inc. --- Creating and Managing Wealth |
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Jeffrey G. Merwin
Phone: 949-455-0300 x208 Jeffrey G. Merwin started with FMN in the rigorous mentorship program and has since become a Registered Representative with FMN Capital Corporation and a Registered Investment Advisor Representative of Financial Management Network. He holds his Series 7 and 66 securities licenses as well as a Life/Disability Insurance License. Jeff graduated from Bentley University with a Bachelor of Science degree in Economics-Finance and a minor in Law. He is currently earning his credentials to become a Certified Financial Planner. Jeff is dedicated to having an in-depth understanding of each of his client’s needs and goals. Jeff works with his clients to develop customized strategies that meet his client’s unique needs in order tomaximize cash flow, increase net worth, lower taxes, and ensure their estate plan meets their needs. If you are an individual, family or business owner Jeff can help you achieve your personal, professional, and financial goals. Jeff works with a team of Certified Financial Planners and Enrolled Agents to ensure his clients receive expert advice and best-in-class service. Jeff is originally from Connecticut but has traded in the cold New England winters for sunny California and currently lives in Laguna Niguel. He enjoys the outdoors, is an avid sports fan and likes spending time with friends and family. 
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26041 Acero Phone: (949) 455-0300 |
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