Jeff Menning
Partner / Wealth Advisor at RWA Wealth Partners
- Role
- Partner Wealth Advisor at RWA Wealth Partners
- Location
- Costa Mesa, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeff Menning
Adviser Investments and Polaris Wealth Advisory Group are now under one new brand, RWA Wealth Partners. With our combined resources, clients will have access to comprehensive and coordinated solutions that provide a boutique experience with a caring touch. Explore to learn more.
Experience
Partner Wealth Advisor
Oct 2017 — Present · Costa Mesa, CA, US
Education
California Coast University
B.S., Management
Skills
- Sales Management
- Life Insurance
- Finance
- Wealth
- 401k
- Fixed Income
- Certified Financial Planner
- Finra
- Uniform Combined State Law
- Management
- High Net Worth Individuals
- Financial Analysis
- Risk Management
- Equities
- Series 6
- Insurance
- Series 63
- Alternative Investments
- Fixed Annuities
- Sales
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