Jeffrey Merwin

Background

About Jeffrey Merwin

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, MA. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam), and Series 24 (General Securities Principal Exam) as well as a Life/Disability Insurance License.Jeff and is wife, Camila, have two boys, Jonah (3) and Micah (1). They enjoy spending their free-time outdoors exploring the various trails and beaches Southern California has to offer as well as traveling and spending quality time with family and friends.