About Schanna Financial

Schanna Financial established in 1977 was founded by Jeff C. Schanna, CLU, ChFC in Chicago, Illinois. In our effort to meet the demands of our growing clientele, very early on the company evolved from being a life and health insurance agency to a comprehensive financial services firm as well, providing investment advisory services through SagePoint Financial, Inc.

In 1998, Schanna Financial's headquarters were moved to Laguna Niguel California. While the company focuses its practice in the states of California and Illinois, we serve clients in numerous states,  primarily because clients are mobile as a result of job transfers and re-location at or during retirement. In addition, many of our clients have referred our firm to individuals and business located around the country.

Schanna Financial is dedicated to assisting high net-worth individuals, retirees, professionals and business owners build and preserve wealth.

To better enable Schanna Financial to assist and serve our clients, we have forged relationships with numerous professionals in the fields of law and accounting. Relationships have also been established with many of the leading investment firms and insurance carriers worldwide. We have chosen SagePoint Financial, Inc. as our Broker-Dealer and offer Investment Advisory Services SagePoint Financial Services, Inc. We have chosen Pershing, LLC as our clearing firm.