Jeff Menning, CFP®, Wealth Advisor
Jeff is a Wealth Advisor at Polaris Wealth. He meets with clients regularly to review all of their financial planning needs and to communicate Polaris Wealth’s investment strategies. He takes great pride in helping clients accomplish their long-term financial goals.
Jeff began his career in the financial services industry in 1997. Before joining Polaris Wealth, he previously helped affluent individuals and families to achieve their financial objectives while holding positions at Fidelity Investments and TD Ameritrade. Jeff is a CERTIFIED FINANCIAL PLANNER™* professional. He completed his coursework through the College For Financial Planning in 2007.
Jeff is originally from Chicago, and has lived in Honolulu, Hawaii, San Diego and Venice Beach, California. He currently resides in Irvine, CA with his wife Dawn, and Charlie, his Standard Poodle. In his spare time, Jeff enjoys hiking, paddle boarding and foreign travel.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.