Jeffrey D. Stanga

Jeffrey D. Stanga is a CFP® and has been in the financial services industry since 2006. Jeff graduated in 2004 from Cal Poly San Luis Obispo with a degree in Business Administration and a Minor in Economics. He earned his Certified Financial Planner™ designation through Boston University and is a member of the Financial Planning Association of Orange County.

As a lead Certified Financial Planner at Financial Management Network, Jeff specializes in preparing comprehensive financial plans for small business owners and individuals. Financial planning is the pathway to achieving goals in a low stress manner, whether it is college funding for children, purchasing a second home, dream vacations, or building a business.

For small business owners, Jeff's team evaluates corporate retirement plans such as 401(k), 403b, Profit Sharing, and Defined Benefit. Jeff also specializes in insurances and tax savings strategies for exit and transition planning.

For individuals and retirees, to round out one’s financial life, Jeff's full-service comprehensive financial planning team focuses on investment growth and income designs, mitigating Federal and State taxes, life and long term care insurance contracts, and estate planning.