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Jeffrey Bangerter

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He 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.

Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley.

Recent posts

Portfolio Rebalancing in Good Markets and Bad

The concept of rebalancing an investment portfolio can be traced back to the original theory of the Efficient Frontier which was introduced by Nobel Laureate Harry Markowitz in 1952 and became the foundation of what is known today as modern portfolio theory. Chances are, your investment portfolio was constructed on this principal and whether your equity-to-bond mix is 80/20, 60/40, 50/50 or something different, the objective was to create a balanced portfolio that would seek to meet your goals a...

Financial Planning Financial Advisor By on Oct 15, 2020

COVID Financial Trends

COVID-19 has brought on its own set of side effects when it comes to how we spend our money. On October 4th, Jeff Bangerter spoke with Good Day Sacramento about some of these financial quirks and what they could mean for your own spending habits.

COVID-19 Financial Planning Financial Advisor By on Oct 06, 2020

Rethinking Retirement in a Pandemic

Even if you have done everything by the book for decades, chances are good that the COVID-19 pandemic has affected your retirement plans. Some people are making less money or have lost their jobs altogether. Others have seen employers decrease or completely eliminate company matches to 401(k)s and other employer-sponsored retirement accounts. And the stock market, while it may seem to be recovering one day, it changes directions the next. Market uncertainty and the volatility that goes with it a...

Retirement Financial Planning Financial Advisor Estate Planning By on Oct 01, 2020

Stocks Mixed Amid Uncertainty

In this week's market update, Financial Advisor, Jeff Bangerter discusses the mixed week on Wall Street. Stocks rallied towards the end of the week as late Friday rally pares losses. There seem to be setbacks in Washington D.C. as a fiscal stimulus is on life support.

Market Update By on Sep 30, 2020

COVID-19 Money Quirks

COVID-19 has brought on its own set of side effects when it comes to how we spend our money. Financial professional Jeff Bangerter spoke with FOX40 about some of these financial quirks and what they could mean for your own spending habits.

Market Update By on Sep 29, 2020

Tech Sector Slip Continues

In this week's market update, Jeff Bangerter shares how the pressured technology sector affected the week on Wall Street. The turbulent week of trading ended with the Fed announcing their continued low rates. The Fed does expect a lower unemployment rate to end the year, down from a prediction from June.

Market Update By on Sep 22, 2020

Three Key Strategies Investors Use a 1031 Exchange For

Most investors who are familiar with the 1031 Exchange, know it as an investment structure that enables an investor to defer capital gains tax on the appreciated value of a real estate investment property. And this is certainly one of the most attractive benefits an exchange offers, but it is not the only one. In fact, there are several strategic reasons why a 1031 exchange might appeal to prospective investors, and in this post, we look at a few of those.

DST Diversification 1031 Exchange Estate Planning Tax Planning By on Sep 16, 2020

Stocks Continue Downward Slide

In this week's Market Update, financial advisor, Jeffrey Bangerter speaks upon the volatile path hindered by the upcoming election, uncertainty in the economy, and another delay in fiscal stimulus. The shortened week of trading following Labor Day led the Nasdaq into correction territory.

Market Update By on Sep 15, 2020

Stocks Stall as Recovery Continues

In this week's Market Update, financial advisor, Jeffrey Bangerter discusses the late week sell-off as technology companies slipped in the last part of the week. The labor market recovery continued as shown by a series of employment-related reports by ADP.

Market Update By on Sep 09, 2020

Stocks Power High

In this week's Market Update, financial advisor, Jeffrey Bangerter describes the week on Wall Street with the positive COVID-19 developments. Stocks power higher with promising news from U.S. and China video conference. There are changes in the Dow Industrials with new stocks added amidst the Dow-component Apple stock split.

Market Update By on Sep 04, 2020