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Name: Jeffrey David Stanga
Education: California Polytechnic State University, San Luis Obispo. Bachelor of Science in Business Administration Concentration in Personal Finance, Minor in Economics.
Accomplishments: Set Rookie Record for most business submitted in August 2005 ($6.5 million) at Accredited Home Lenders, Lead the Cal Poly Rugby Team to its first Final Four as a First Year Starter, Hold a Real Estate Broker License and Insurance License.
Hobbies: Golfing, Woodwork, Gardening
As an independent financial consultant, I am committed to providing clients with the best financial advice day in and day out. A successful financial plan is built through listening to each and every individual want, need, and desire. I will work hard to serve your best interests and continue to monitor your plan throughout life changing events. Below you will find several testimonials from clients that I work with:
- Dear Jeff, having both been educational administrators in the K-12 public school system, we thought we knew it all and that our finances were well taken care of. You showed us the "holes" we had in our financial plan and helped us fix them. We have been using you as our financial advisor since we retired two and a half years ago. Through your contacts, knowledge, advice and education we now have a financial portfolio that will see us through our retirement years as well as take care of our children. We feel very fortunate to have you working for us. Both Butch and I value you as a trusted advisor with integrity and a good sense of humor.
Sincerely yours, Susan and Butch Pastorini
- Dear Jeff, I want to personally thank you for helping me and my family plan our investment strategy. Your advice has taken me into a completely different direction in investment strategies and all early indicators are showing me that your methods are showing very positive results. Additionally, my net worth is beginning to grow at a faster pace and my tax exposure is beginning to shrink. I look forward to continuing investing with you.
Sincerely Todd
- Thanks Jeff. You were very upfront with my finances and showed me my weak spots where I could become stronger financially. You were honest and straight thru from beginning to end. You helped me create a great retirement program and increase my monthly income; and you continue to show me more places to invest to increase my monthly income. I look forward to working with you in the future. - Pete
CA license # 0F46323
Name: Eugene A. Calvano
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