Boutique Wealth Planning in Costa Mesa, CA

Partner, Wealth Advisor

Jeff Menning, CFP®

Jeffrey (“Jeff”) is a partner and wealth advisor at RWA Wealth Partners who specializes in helping clients navigate complex financial needs through customized investment strategies designed to support long-term goals. Working collaboratively with experts across the firm, Jeff delivers comprehensive solutions and a streamlined client experience, and he takes great pride in helping clients build lasting financial security.

With a career in financial services spanning back to 1997, Jeff brings deep industry experience from previous roles at Fidelity and TD Ameritrade, where he served high-net-worth individuals and families. Jeff is a CERTIFIED FINANCIAL PLANNER^® professional.

Originally from Chicago, Jeff has lived in Hawaii and Los Angeles, and he now calls Costa Mesa, CA, home. He lives with his wife, Dawn, son, Hudson, and their two standard poodles, Charlie and Ozzy. When he is not working with clients, Jeff enjoys spending time with his family, hiking, reading, paddleboarding and exploring new destinations, preferably ones with good coffee and even better views.

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.

Wealth Advisor

Stephen Lee, CFP®, MBA

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.

Wealth Advisor

Jay Silverman, CFP®, CPWA®, CWS®

Jay Silverman is a wealth advisor at RWA Wealth Partners with nearly 20 years of experience guiding high-net-worth individuals and families through complex financial decisions.

Jay’s planning-first philosophy centers on integrating investments with retirement planning, tax strategy, cash flow and legacy considerations. His work focuses on helping clients simplify their financial lives and navigate important decisions with clarity and purpose.

Prior to joining RWA Wealth Partners, Jay served as a senior wealth advisor at both Charles Schwab and Vanguard. In those roles, he advised high-net-worth and ultra-high-net-worth individuals, business owners and multi-generational families, collaborating closely with estate, banking and tax planning specialists to deliver cohesive, comprehensive wealth strategies.

Jay holds the CERTIFIED FINANCIAL PLANNER^® (CFP^®), Certified Private Wealth Advisor® (CPWA^®) and Certified Wealth Strategist^® (CWS^®) designations. He earned a B.S. in economics from Miami University (Ohio).

After spending 18 years in Arizona, Jay relocated with his family to Orange County, California, in 2025. Outside of work, he enjoys time at the beach and at Disneyland with his wife and children.