Jeffrey Bangerter



Jeffrey Bangerter has valued his years in the Financial Industry helping his clients prepare for and enjoy a comfortable retirement.

Jeffrey is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.

We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.


… want a work optional lifestyle.
… want to manage taxes.
… are concerned about outliving their income.
… want to preserve their assets.
… want to leave a legacy.

Jeffrey has been a longtime resident of CA. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, or learning something new.