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.

Are You Considering These Estate Strategies?

photo of ebook cover

Managing Your Estate is a Key Financial Choice

  • Learn the critical elements worth considering when creating your estate strategy
  • Take steps to help manage stress and confusion for your loved ones
  • Understand the estate benefits of certain tools and what they mean for you and your family

Learn the 3 Key Elements of an Estate Strategy

Letter of Intent

Letter of Intent

While a will provides legal directives, you can provide a more personal voice by giving additional instructions.

Guardianship

Guardianship

One common area many should prepare for is legally naming guardians for their children.

Trusts

Trusts

Trusts can be another powerful estate management tool. Properly structured trusts may help you avoid probate.

“50% of 50-year-olds don't have a will in place, yet 60% of Americans plan to leave an inheritance. Learn the crucial details to address when creating your own estate strategies.”

- From Understanding Your Estate: Critical Elements of an Estate Strategy

Start Your Estate Strategy
Will Your Values, Goals, and Desires for Your Estate Be Upheld?

Will Your Values, Goals, and Desires for Your Estate Be Upheld?

By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate.

Protect Your Estate. 

Download your complimentary estate strategies ebook by clicking the link below.

Get the Ebook

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