Jeffrey G. Merwincontact here
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 help meet his client’s unique needs in order to maximize 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 Planner(tm) practitioners 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.