David Munn, Cfp®

David Munn, Cfp® Email and Phone Number

President at Munn Wealth Management @ Munn Wealth Management
united states
David Munn, Cfp®'s Location
Maumee, Ohio, United States, United States
David Munn, Cfp®'s Contact Details

David Munn, Cfp® work email

David Munn, Cfp® personal email

David Munn, Cfp® phone numbers

About David Munn, Cfp®

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

David Munn, Cfp®'s Current Company Details
Munn Wealth Management

Munn Wealth Management

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President at Munn Wealth Management
united states
Website:
munnwealth.com
Employees:
5
David Munn, Cfp® Work Experience Details
  • Munn Wealth Management
    President; Senior Client Advisor
    Munn Wealth Management Jul 2009 - Present
    Maumee, Oh
    Retirement and tax planningInvestment managementPhilanthropic strategies
    View
  • The Joseph Group Capital Management
    Client Portfolio Manager
    The Joseph Group Capital Management Apr 2006 - Jul 2009
    Columbus, Ohio Area
  • U.S. Coast Guard
    Boatswain'S Mate
    U.S. Coast Guard Jul 2003 - Jul 2009
    View

David Munn, Cfp® Skills

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

David Munn, Cfp® Education Details

Frequently Asked Questions about David Munn, Cfp®

What company does David Munn, Cfp® work for?

David Munn, Cfp® works for Munn Wealth Management

What is David Munn, Cfp®'s role at the current company?

David Munn, Cfp®'s current role is President at Munn Wealth Management.

What is David Munn, Cfp®'s email address?

David Munn, Cfp®'s email address is dm****@****ies.com

What is David Munn, Cfp®'s direct phone number?

David Munn, Cfp®'s direct phone number is +141926*****

What schools did David Munn, Cfp® attend?

David Munn, Cfp® attended The Ohio State University Fisher College Of Business, Boston University.

What skills is David Munn, Cfp® known for?

David Munn, Cfp® has skills like Investments, Wealth Management, Mutual Funds, Portfolio Management, Risk Management, Asset Allocation, Retirement Planning, Budgets, Leadership, Small Business, Leadership Development, Financial Advisory.

Who are David Munn, Cfp®'s colleagues?

David Munn, Cfp®'s colleagues are Garrett Zimmermann, Moe Moubarak, Laura Noble Walker, Robert Lange.

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