Jeffrey G. Merwin is the co-owner of Financial Management Network Inc. He is involved in managing the operations and development of the firm, and oversees the investments of Financial Management Network Inc. With over 10 years of experience as a Financial Advisor and executive leader of FMN Inc. Jeff is equipped to help his clients create customized financial solutions to pursue their goals. He is a Certified Financial Planner professional as designated by the Certified Financial Planner Board of Standards and is also a member of the Financial Planner Association. Originally from the East Coast, Jeff received his Bachelor of Science in Economics-Finance from Bentley University in Waltham,
Jeffrey Merwin
Co-Owner, Registered Investment Advisor
Financial Management Network Inc
United States, California, Mission Viejo
About Me
Profile Information
Co-Owner, Registered Investment Advisor
Financial Management Network Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Mission Viejo
California
United States
Sep 16, 2024
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