Jeff McNaney

Jeff has been helping individuals, families, executives, and business owners define and

plan for their financial goals since 2005. His background managing a multi-million-dollar

business in several locations throughout northern CA, combined with his natural

communication and problem-solving skills, gives him a practical understanding of the

financial needs and challenges faced by individuals and small business owners.

Today, Jeff is an Investment Advisor at ARTISANCAP, where he works with clients to

develop personalized financial strategies focused on wealth accumulation and transfer,

retirement planning and distribution, risk management, business continuation and exit

planning, executive and employee benefit solutions, and tax-efficient strategies.

Jeff’s experience as a California Registered Tax Preparer has also given him a strong

appreciation for the important role tax planning and execution play in a comprehensive

financial plan. Jeff takes pride in building lasting relationships with his clients and

helping them make informed financial decisions with greater confidence and clarity.

Jeff and his wife, Rebecca, spend their time outside of work volunteering at their church

and occasionally exploring different areas of the southeast. Together, they have three

children, Marena, Stephen, and Amaya.