Broker Check
Jeffrey Merwin
Jeffrey Merwin
Financial Management Network Registered Representative
https://www.fmncc.com/ (949) 455-0300

Jeffrey G. Merwin started with FMN in the rigorous mentorship program and has since become a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities 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.


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.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Lifestyle Read Time: 3 min
“Travel is the only thing you buy that makes you richer.”¹ – Unknown

If travel for you is less about escaping life and more about living it, then consider these vacation ideas:

By Car

East Coast of Australia: There may be no better way to experience this amazing continent than by driving along its east coast, stretching from Melbourne in the south to Cairns to the north. This 2,500-mile drive carries you through rainforests, cities, mountains, and the outback, with the blue waters of the Pacific as a constant companion. Be sure to carve out time for the Great Barrier Reef, snorkeling, kayaking, and hiking along the way.

By Ship

Northwest Passage: For hundreds of years explorers tried, and failed, to find the fabled Northwest Passage. Travelers can now discover what eluded so many brave adventurers. Begin your journey in Greenland, sail past its fjords, and you’re on your way. As you penetrate deep into the Arctic, you’ll scrape against icebergs and marvel at the harshness and sublime beauty at the top of the world. But, it’s not just ice. See the remains of explorations that came before you and the polar bears that call this home.

By Foot

Camino de Santiago, Spain: Sometimes adventure is a journey to discover ourselves. This medieval pilgrimage through France, Spain, and Portugal to the Cathedral of Santiago de Compostela in northwest Spain can take you weeks or months. Travelers can recover from a day’s walk at one of some 300 refugios that offer food, drink, and a clean place to sleep. It’s a mystical experience that gives you time to reflect on life, learn about yourself, and connect with kindred spirits.

Once in a Lifetime

Botswana, Africa: One of the most sparsely populated nations on earth, Botswana is dominated by the Kalahari Desert and the Okavango Delta, the world’s largest inland delta and now a UNESCO World Heritage site. The Okavango is the ideal spot to safari as its waters attract a richness of wildlife that is unmatched on the continent. The country’s focus on minimizing human impact means that your African experience will be both primal and transcendent.

  1. TravelGoalGetter.com, 2017

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

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