John Munley Jr. , Cfp®, Ccfc®

John Munley Jr. , Cfp®, Ccfc® Email and Phone Number

Co-Founder at wHealth Advisors @ wHealth Advisors
red bank, new jersey, united states
John Munley Jr. , Cfp®, Ccfc®'s Location
New York City Metropolitan Area, United States
John Munley Jr. , Cfp®, Ccfc®'s Contact Details

John Munley Jr. , Cfp®, Ccfc® work email

John Munley Jr. , Cfp®, Ccfc® personal email

John Munley Jr. , Cfp®, Ccfc® phone numbers

About John Munley Jr. , Cfp®, Ccfc®

Life does not follow a straight line. It is hard raising a family, working, and trying to enjoy life while worrying about affording college, saving for retirement, job security, spending, etc. This is where I support families – encouraging them to dream big while implementing financial strategies to help them achieve their goals and ambitions, hopefully leading to a life they can look back on and have very few regrets. You are the focus when we work together. We’ll navigate how to live your best life with the resources you have. For each person, a rich life means something different. At wHealth Advisors, we advocate:There is no finish line. Enjoy the journey, not the destination.How did working with families become my focus? I am a lucky man, both personally and professionally. In addition to a wonderful family, I have experienced two careers that I have thoroughly enjoyed and have learned valuable lessons along the way.During my successful 27-year career as a foreign currency trader on Wall Street, I met and achieved many goals and targets. I felt accomplished at work. Yet, with a 3.5-hour commute added on to an 11-hour workday, I lost sight of what was really important, spending quality time with my family. I have four daughters, the oldest being twins. I missed most of their school years because I was rarely home. That’s when I was presented with the opportunity for a second career as a financial planner. It was an easy decision... I could impact the lives of others in a meaningful way and spend more time with my two youngest daughters and wife, Nancy. As a financial planner, the one question that weighed most of my clients’ minds was this: “How can I afford to send my children to college and still accomplish all the things that I want to?” Having faced the same question myself, I empathized. As a financial professional, I learned the nuances of the financial aid process and realized how one small misstep can cost families thousands of dollars. So I pursued expertise in this field and combined my comprehensive financial planning background with in-depth knowledge of college financial planning.Let’s start a conversation

John Munley Jr. , Cfp®, Ccfc®'s Current Company Details
wHealth Advisors

Whealth Advisors

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Co-Founder at wHealth Advisors
red bank, new jersey, united states
Website:
whealthfa.com
Employees:
2
John Munley Jr. , Cfp®, Ccfc® Work Experience Details
  • Whealth Advisors
    Co-Founder
    Whealth Advisors May 2019 - Present
    Red Bank, New Jersey, United States
    OUR CORE VALUES:TRANSPARENT FEESAs true fee-only fiduciaries*, the only payments we receive are flat retainer fees paid to us directly from our clients via quarterly invoices. No hidden or embedded expenses. No kickbacks or commissions. No conflicts of interest. Clients deserve to know their advisor’s ALL-IN costs.COMPREHENSIVE PLANNINGOur guidance relies on having a deep understanding of YOUR big picture. Life is not linear and financial plans are not static – we recalibrate your financial life to be aligned to your overarching life goals. Whether it’s proactively managing your cash flow and investments, planning and preparing your annual taxes, analyzing your various personal and professional insurances, or ensuring your estate documents reflect your intentions – we make sure ALL areas of your financial life receive the proper attention.TO BE A FORCE FOR GOODwHealth Advisors’ top priority is to provide the highest quality, objective financial planning to our clients – no exception. Additionally, we recognize that society’s most challenging problems cannot be solved by government and nonprofits alone. By harnessing the power of business, we use our technical skills, resources, and profits as a means to a greater end.
  • College Funding Services
    Regional Director, College Funding Specialist
    College Funding Services Jun 2020 - Present
    New York City Metropolitan Area
    College Funding Services has helped thousands of families find the best possible college fits for their students and demonstrated how to attend college for the least amount of money. CFS will guide you through every step of the college application process including identifying which colleges will offer the most aid, completing all financial aid applications, building a comprehensive plan for the most beneficial manner to fund out-of-pocket expenses.
  • Blue Blaze Financial Advisors, Llc
    Financial Life Planner
    Blue Blaze Financial Advisors, Llc Aug 2016 - May 2019
    Holmdel, Nj
  • Bnp Paribas
    Director, Foreign Exchange Trading
    Bnp Paribas Apr 2011 - Jul 2016
    Foreign Exchange Trading
  • Credit Suisse
    Director, Foreign Exchange Trading
    Credit Suisse Apr 2010 - Apr 2011
  • Standard Chartered Bank
    Director, Foreign Exchange Trading
    Standard Chartered Bank Feb 2009 - Mar 2010
  • Royal Bank Of Scotland
    Senior Vice President, Foreign Exchange Trading
    Royal Bank Of Scotland Mar 2002 - Feb 2009
  • Westdeutsche Landesbank
    Director, Foreign Exchange Trading
    Westdeutsche Landesbank Mar 1998 - Feb 2002
    Greater New York City Area
  • Crédit Agricole Cib
    Director, Foreign Exchange Trading
    Crédit Agricole Cib May 1996 - Feb 1998
    Greater New York City Area
  • Bank Of America
    Vice President, Foreign Exchange Trading
    Bank Of America Oct 1995 - Apr 1996
    Greater New York City Area
  • First Union National Bank
    Director, Foreign Exchange Trading
    First Union National Bank Apr 1994 - Sep 1995
    Charlotte, North Carolina Area
  • Hsbc Global Banking And Markets
    Assitant Vice President, Currency Trading
    Hsbc Global Banking And Markets Sep 1989 - Mar 1994
    Greater New York City Area

John Munley Jr. , Cfp®, Ccfc® Skills

Fx Options Fixed Income Trading Fx Trading Derivatives Foreign Exchange Financial Markets Risk Management Banking Capital Markets Bloomberg Hedge Funds Investment Banking Equities Currency Foreign Exchange Options Foreign Exchange Trading Trading Systems

John Munley Jr. , Cfp®, Ccfc® Education Details

Frequently Asked Questions about John Munley Jr. , Cfp®, Ccfc®

What company does John Munley Jr. , Cfp®, Ccfc® work for?

John Munley Jr. , Cfp®, Ccfc® works for Whealth Advisors

What is John Munley Jr. , Cfp®, Ccfc®'s role at the current company?

John Munley Jr. , Cfp®, Ccfc®'s current role is Co-Founder at wHealth Advisors.

What is John Munley Jr. , Cfp®, Ccfc®'s email address?

John Munley Jr. , Cfp®, Ccfc®'s email address is jo****@****bas.com

What is John Munley Jr. , Cfp®, Ccfc®'s direct phone number?

John Munley Jr. , Cfp®, Ccfc®'s direct phone number is +160778*****

What schools did John Munley Jr. , Cfp®, Ccfc® attend?

John Munley Jr. , Cfp®, Ccfc® attended Bucknell University, College For Financial Planning.

What skills is John Munley Jr. , Cfp®, Ccfc® known for?

John Munley Jr. , Cfp®, Ccfc® has skills like Fx Options, Fixed Income, Trading, Fx Trading, Derivatives, Foreign Exchange, Financial Markets, Risk Management, Banking, Capital Markets, Bloomberg, Hedge Funds.

Who are John Munley Jr. , Cfp®, Ccfc®'s colleagues?

John Munley Jr. , Cfp®, Ccfc®'s colleagues are Dennis Mcnamara.

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