President; Senior Client Advisor
CurrentRetirement and tax planningInvestment managementPhilanthropic strategies
Jul 2009 - Present
AeroLeads people directory · profile
David Munn, Cfp® Email & Phone Number
President at Munn Wealth Management
at
Munn Wealth Management
1 work email found
@geocities.com
3 phones found area 419 and 518
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President at Munn Wealth Management
Location
Maumee, Ohio, United States
Company size
Who is David Munn, Cfp®? Overview
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Quick answer
David Munn, Cfp® is listed as President at Munn Wealth Management at Munn Wealth Management, a with 5 employees, based in Maumee, Ohio, United States. AeroLeads shows a work email signal at geocities.com, phone signal with area code 419, 518, and a matched LinkedIn profile for David Munn, Cfp®.
David Munn, Cfp® previously worked as President; Senior Client Advisor at Munn Wealth Management and Client Portfolio Manager at The Joseph Group Capital Management. David Munn, Cfp® holds Bachelor Of Science In Business Administration, Finance from The Ohio State University Fisher College Of Business.
Company email context
Email format at Munn Wealth Management
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*@geocities.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Munn, Cfp®. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Investments, Wealth Management, Mutual Funds, Portfolio Management, and 18 others.
Current workplace
David Munn, Cfp®'s current company
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Munn Wealth Management
3 roles
David Munn, Cfp® work experience
A career timeline built from the work history available for this profile.
Client Portfolio Manager
The Joseph Group Capital Management
Apr 2006 - Jul 2009
Boatswain'S Mate
Jul 2003 - Jul 2009
Team & coworkers
Colleagues at Munn Wealth Management
Other employees you can reach at munnwealth.com. View company contacts for 5 employees →
GZ
Garrett Zimmermann
Colleague at Munn Wealth ManagementSylvania, Ohio, United States
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RL
Robert Lange
Colleague at Munn Wealth ManagementToledo, Ohio, United States
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LN
Laura Noble Walker
Colleague at Munn Wealth ManagementToledo, Ohio, United States
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MM
Moe Moubarak
Colleague at Munn Wealth ManagementToledo, Ohio, United States
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Garrett Zimmermann
Colleague at Munn Wealth ManagementSylvania, Ohio, United States
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RL
Robert Lange
Colleague at Munn Wealth ManagementToledo, Ohio, United States
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LN
Laura Noble Walker
Colleague at Munn Wealth ManagementToledo, Ohio, United States
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MM
Moe Moubarak
Colleague at Munn Wealth ManagementToledo, Ohio, United States
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2 education records
David Munn, Cfp® education
Bachelor Of Science In Business Administration, Finance
Certified Financial Planner, 2008
FAQ
Frequently asked questions about David Munn, Cfp®
Quick answers generated from the profile data available on this page.
What company does David Munn, Cfp® work for?
David Munn, Cfp® works for Munn Wealth Management.
What is David Munn, Cfp®'s role at Munn Wealth Management?
David Munn, Cfp® is listed as President at Munn Wealth Management at Munn Wealth Management.
What is David Munn, Cfp®'s email address?
AeroLeads has found 1 work email signal at @geocities.com for David Munn, Cfp® at Munn Wealth Management.
What is David Munn, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 419, 518 for David Munn, Cfp® at Munn Wealth Management.
Where is David Munn, Cfp® based?
David Munn, Cfp® is based in Maumee, Ohio, United States while working with Munn Wealth Management.
What companies has David Munn, Cfp® worked for?
David Munn, Cfp® has worked for Munn Wealth Management, The Joseph Group Capital Management, and U.S. Coast Guard.
Who are David Munn, Cfp®'s colleagues at Munn Wealth Management?
David Munn, Cfp®'s colleagues at Munn Wealth Management include Garrett Zimmermann, Robert Lange, Laura Noble Walker, and Moe Moubarak.
How can I contact David Munn, Cfp®?
You can use AeroLeads to view verified contact signals for David Munn, Cfp® at Munn Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David Munn, Cfp® attend?
David Munn, Cfp® holds Bachelor Of Science In Business Administration, Finance from The Ohio State University Fisher College Of Business.
What skills is David Munn, Cfp® known for?
David Munn, Cfp® is listed with skills including Investments, Wealth Management, Mutual Funds, Portfolio Management, Risk Management, Asset Allocation, Retirement Planning, and Budgets.
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