President@ Munn Wealth Management
Maumee, Ohio, United States
David Munn, CFP®
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Boston University
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FlashIntel GPTDavid Munn, CFP(r) is a highly experienced wealth management professional with over 20 years of work experience. He specializes in investments, wealth management, mutual funds, portfolio management, and risk management. Based in Muumee, Ohio, Munn Wealth Management is dedicated to empowering clients for significant lives through investment management and comprehensive financial planning. David is the President and Senior Client Advisor at Munn Wealth Management, where he has been instrumental in the success of the company. He is dedicated to supporting outstanding non-profits with his time and financial resources and building awareness of the great work they do.
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About
Munn Wealth Management is a wealth management firm that exists to empower clients for lives of significance by planning for their desired outcomes, preserving wealth, and purposing for the future.We serve individuals, families, businesses and non-profits across a wide range of income, asset, and age levels by providing investment management and comprehensive financial planning. One of the best ways, we believe, to live a significant life, is to partner with organizations that are making a significant impact. We are proud to support multiple outstanding non-profits with our time and financial resources, and to help build awareness of the great work they are doingVisit www.munnwealth.com
...See MoreWork Experience
President
President | Senior Client Advisor
President
Financial Services
David Munn, CFP®'s Professional Milestones
- Boatswain'S Mate (2003-07-01~2009-07-01): Mastered the art of spearheading and spearheading craft operations, delivering excellent work to the crew.
- President | Senior Client Advisor (2009-07-01~): Streamlined processes and developed strategies to strengthen client relationships and boost client satisfaction.
Education
2008
2007-01-01-2008-01-01Skill
Investments
Wealth Management
Mutual Funds
Portfolio Management
Risk Management
Asset Allocation
Retirement Planning
Budgets
Leadership
Small Business
Leadership Development
Financial Advisory
Finance
Strategic Financial Planning
College Education Planning
Sales
Bonds
Disability Insurance
Cash Flow
Process Improvement
Project Planning
Security
Certification
Colleagues
Dan Acheson, CFP®, EA
Financial Advisor, Tax Preparer at Munn Wealth Management
Laura Noble Walker
relationship manager estate and legacy planning consultant
Robert Lange
Service Advisor
Moe Moubarak, CRPC®
Service Advisor at Munn Wealth Management
Other Named David Munn, CFP®
Frequently asked questions
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We found 3 David Munn, CFP®'s phone numbers
David Munn, CFP® works for Munn Wealth Management
David Munn, CFP®'s role in Munn Wealth Management is President
David Munn, CFP® works in the industry of Financial Services
David Munn, CFP®'s colleagues are Dan Acheson, CFP®, EA,Laura Noble Walker,Robert Lange
David Munn, CFP®'s latest job experience is President at Munn Wealth Management
David Munn, CFP®'s latest education in Boston University
