Partner, Wealth Advisor

Jeff Menning

Jeffrey (“Jeff”) is a partner and wealth advisor for RWA Wealth Partners. Jeff works directly with clients to gain a clear understanding of their complex financial needs in order to implement investment solutions designed to meet their long-term financial goals. Jeff and his team collaborate with experts across the firm to provide comprehensive solutions and a seamless experience. 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 RWA Wealth Partners, he held positions at Fidelity Investments and Ameritrade, where he helped high-net-worth individuals and families achieve their financial objectives. Jeff is a CERTIFIED FINANCIAL PLANNER^® professional.

Originally from Chicago, he now calls Costa Mesa, CA, home, where he lives with his wife, son, and their beloved standard poodle, Charlie. Beyond cherishing family time, he finds joy in hiking, reading, paddle boarding and exploring new destinations.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

More

Wealth Advisor

Ryan Collette

Ryan Collette serves as a wealth advisor at RWA Wealth Partners. In his role, Ryan meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his clients’ investment objectives; and provides ongoing portfolio recommendations based on market environment, tax considerations and long-term financial goals.

Prior to joining the firm in 2015, Ryan was employed as a financial advisor at Wescom Financial Services and Merrill Lynch, Pierce, Fenner & Smith.

Ryan earned his B.S. in finance from Chapman University.

Ryan resides in Mission Viejo, CA. Outside of the office, Ryan enjoys hiking, camping, paddle boarding, and snowboarding with family and friends.

More

Wealth Advisor

Stephen I. Lee

Stephen I. Lee is a wealth advisor at RWA Wealth Partners, where he regularly meets with clients to implement and review financial planning and investment strategies.

Stephen began his career in wealth management in 2001 and has a broad range of experience in banking, insurance, investments and advisory services. He is passionate about helping his clients navigate key financial challenges by taking a comprehensive approach to planning.

Stephen graduated from the University of California, Irvine, with a B.A. in economics and earned his MBA from the USC Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Orange County. He earned his Certified Wealth Strategist® designation in 2024.

Stephen is a 7-time World Champion and a 2-time National Champion in bicycle motocross racing. He resides in Irvine, CA with his family.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

More