Jeff Schanna, CLU, ChFC

Holistic Financial Planner*, Wealth Manager

Jeff founded Schanna Financial upon entering the financial services industry in 1977 in Chicago, Illinois. The firm's corporate headquarters were moved to Monarch Beach California in 1998.

Schanna Financial is dedicated to serving high net-worth individuals, retirees, professionals, and business owners build, preserve and distribute wealth.

Through a rigorous program of ongoing education, Jeff has earned the advanced designations of Chartered Financial Consultant, ChFC and Chartered Life Underwriter, CLU designations.

He has had the honor of serving as President of both the Chicago and Illinois Association of Life and Financial Advisors, and as President of the Life Executives Club of Chicago.

Jeff has served on the Board of Directors and Advisory Councils for numerous financial institutions.

Jeff is a Member of the National and Orange County Society of Financial Service Professionals.

Through his career, Jeff has addressed numerous industry groups on the subjects of financial, estate, retirement and investment planning as well as Long-Term Care.

Jeff feels extremely fortunate to have a career that allows him to develop significant personal relationships while helping people establish, and maintain holistic wealth management and financial plans that are centered on their life values.

Jeff enjoys travel, golf, beach and harbor activities along with wine, cooking, and entertaining friends and family. Most of all, he loves living in Southern California and sharing time with his wife Jayne, their daughter Rebecca, their son Michael and his wife Tricia, and his grandchildren Avery, Riley, and Hunter.

Phone 949-715-3059
Fax 949-269-7979