About Schanna Financial

Schanna Financial was established in 1977 by Jeff C. Schanna, CLU, ChFC in Chicago, Illinois. As our client base grew, the firm expanded from a life and health insurance agency into a comprehensive financial services firm, providing investment advisory services through Osaic Wealth, Inc.

In 1998, Schanna Financial relocated its headquarters to Laguna Niguel, California. While our primary focus remains in California and Illinois, we serve clients in multiple states—often due to career relocations, retirement moves, and referrals from long-standing clients.

Schanna Financial is committed to helping high-net-worth individuals, retirees, professionals, and business owners build, manage, and preserve wealth.

To better serve our clients, we have built long-term relationships with experienced professionals in law and accounting, as well as leading investment firms and insurance carriers worldwide. We work with Osaic Wealth, Inc. as our broker-dealer, utilize the Envestnet advisory platform for wealth management services, and partner with Pershing, LLC as our clearing firm.