Established in 1991, Financial Management Network, Inc. (“FMN”) is an independent, comprehensive financial advisory firm dedicated to providing superior service and quality financial advice to clients. With 3 offices nationwide and a deep staff, FMN is capable to handle the simple to the most complex financial plans. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Would you like to hear from a financial advisor who understands your situation? We've worked with thousands of missionaries to help them get their financial house in perfect working order. We cover questions on taxes, retirement, investments, insurance and anything else that pertains to the stewardship of your money. Simply fill out the confidential questionnaire below and we'll be in touch.
FMN Staff Serving WBT
Matthew Merwin CFP®
Matt is the Founder and President of Financial Management Network, Inc. He has been a financial advisor since 1982. He earned his Bachelors of Science Degree in Business and Finance from California University, Chico, and earned his Certified Financial Planner designation through the College for Financial Planning in Denver, Colorado.
Matt holds a Series 7 (General Securities Representative), Series 24 (General Securites Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), and Series 63 (Uniform Securites Agent State Law Exam) license and is a Registered Representative and Registered Securities Principal with FMN Capital Corporation. As a member of FMN's Investment Committee, he is intimately involved in the allocation decisions made on behalf of clients.
Matt is a member of the Financial Planners Association as well as the National Association of Life Underwriters. He was the host of "Financial Planning and Your Business" on radio. His education and experience qualify him as an expert on estate planning, money management and comprehensive financial planning.
As a financial planner, Matt uses his talent to help people achieve their financial goals. He feels a deep attachment to his work and his clients, making sure to personally involve himself with every client. Matt's biggest reward is seeing his clients succeed in reaching their financial goals.
Tracy is a Registered Representative with FMN Capital Corporation and is an Investment Advisor Representative of FMN. She holds a Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities license along with her CA life and disability licenses. Tracy works closely with the advisors and clients of FMN to develop creative cash flow and tax strategies to help ensure our clients are maximizing their opportunities.
Jeffery G. Merwin
Jeffrey G. Merwin started with FMN in the rigorous mentorship program and has since become a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities as well as a Life/Disability Insurance License. Jeff graduated from Bentley University with a Bachelor of Science degree in Economics-Finance and a minor in Law. He is currently earning his credentials to become a Certified Financial Planner™.
Jeff is dedicated to having an in-depth understanding of each of his client’s needs and goals. Jeff works with his clients to develop customized strategies that help meet his client’s unique needs in order to maximize cash flow, increase net worth, lower taxes, and ensure their estate plan meets their needs. If you are an individual, family or business owner Jeff can help you achieve your personal, professional, and financial goals. Jeff works with a team of Certified Financial Planner(tm) practitioners and Enrolled Agents to ensure his clients receive expert advice and best-in-class service.
Jeff is originally from Connecticut but has traded in the cold New England winters for sunny California and currently lives in Laguna Niguel. He enjoys the outdoors, is an avid sports fan and likes spending time with friends and family.
Lisa is the account specialist at FMN for our non-profit division and is often the point of contact at FMN. She can answer many of your questions and help with new accounts, distribution requests, rollovers and more or just help you understand the accounts you have. Lisa enjoys taking trips to Uganda to work with homeless children and hopes to have her own Christian non-profit for this purpose in the future. She is also a worship leader and very involved with her church.
Robin started at FMN in 2006. Her responsibilities include servicing accounts as well as working with insurance providers for quotes and the underwriting process. She and her husband Michael live in Costa Mesa, where he has been a pastor since 1989. They have 2 daughters. Robin enjoys motorcycle rides with her husband, playing the piano and singing, and shopping with her daughters.
Terri's responsibilities include; enrollment, transfers, withdrawals, coordination with WBT for onsite visits, maintaining relationships and services with Lincoln and American Funds.