Jeff P McNaney AIF®

Senior Financial Services Representative

Jeff McNaney is a longtime resident of Northern CA, therefore, he understands the particular challenges residents of the Sacramento area face.  His past experience managing a multi-million dollar business in several locations throughout the area, and his natural communication skills equally suit him in supporting the needs of small business operators and their employees.  Jeff's background as a California Registered Tax Preparer has made him keenly aware of the role proper tax preparation and execution take in tax reduction.

Education, Accomplishments and Awards:

  • Development Director of the Northern California Business Center for The Principal Financial Group 2007-2012

  • Series 7 & 66 Securities Registrations

  • CA, NV, & IA Life and Health Licenses

  • NAIFA Board member 2010-2012

Currently, Jeff is a Registered Representative and  Investment Adviser Representative for Principal Securities, Inc. who has been helping individuals, families, executives, and business owners in the following areas:

  • Wealth Accumulation and Transferal Strategies

  • Cash Flow Analysis

  • Retirement Distribution

  • Risk Management

  • Business Continuation and Exit Planning

  • Executive & Group Employee Benefit Solutions

  • Tax Efficiency Strategies

Jeff is married to his beautiful wife Rebecca McNaney, and has three wonderful children: Marena, Stephen and Amaya.

Phone (916) 462-9001
Fax (844) 295-8527