Jeff Menning is a partner and wealth advisor at RWA Wealth Partners, where he regularly meets with clients to review their financial planning needs and communicate the firm’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 RWA Wealth Partners, he held positions at Fidelity Investments and Ameritrade, where he helped affluent individuals and families achieve their financial objectives. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, having completed his coursework through the College for Financial Planning in 2007.
Originally from Chicago, Jeff has lived in Honolulu, San Diego and Venice Beach, California. He currently resides in Costa Mesa with his wife Dawn, their son Hudson, and their Standard Poodle Charlie. In his spare time, Jeff enjoys hiking, reading, paddle boarding and traveling abroad.
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.
