Mark Muntean, Cfa, Cfp® Email & Phone Number
@captrustadvisors.com
LinkedIn matched
Who is Mark Muntean, Cfa, Cfp®? Overview
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Mark Muntean, Cfa, Cfp® is listed as Financial Advisor at CAPTRUST at CAPTRUST, a with 621 employees, based in Uniontown, Ohio, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Mark Muntean, Cfa, Cfp®.
Mark Muntean, Cfa, Cfp® previously worked as Financial Advisor at Captrust and Lead Advisor at Cornerstone Capital Advisors. Mark Muntean, Cfa, Cfp® holds Ba, Finance from Walsh University.
Email format at CAPTRUST
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AeroLeads found 1 current-domain work email signal for Mark Muntean, Cfa, Cfp®. Compare company email patterns before reaching out.
About Mark Muntean, Cfa, Cfp®
I joined CAPTRUST in 2019 as part of the merger with Cornerstone Capital Advisors. I am delighted to have the opportunity to provide wealth advice to affluent families, doctors, and business executives. I serve as “Personal CFO” to my clients by helping them align their resources with their values and goals. I have accumulated over 10 years of experience delivering advice on investments, income tax, estate planning, risk management and college planning.I earned the CERTIFIED FINANCIAL PLANNER™ designation in June 2012. Additionally, I earned the right to use the Chartered Financial Analyst® (CFA®) designation in September 2016.
Mark Muntean, Cfa, Cfp®'s current company
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Mark Muntean, Cfa, Cfp® work experience
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Lead Advisor
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
Melissa C.
Colleague at CaptrustGranite Bay, California, United States
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Philip Kelton, Jr.
Colleague at CaptrustDallas, Texas, United States
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Thomas S. Gile
Colleague at CaptrustDallas, Texas, United States
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Heather Tutone
Colleague at CaptrustRaleigh, North Carolina, United States
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Oliver Norman, Cfp® Chfc® Clu® Cdfa®
Colleague at CaptrustNorman, Oklahoma, United States
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KB
Keith Biskup, Cfp®
Colleague at CaptrustIrwin, Pennsylvania, United States
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MJ
Michael J. Passalinqua, Cfp®
Colleague at CaptrustGreater Pittsburgh Region, United States
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NC
Nick Capone
Colleague at CaptrustPhiladelphia, Pennsylvania, United States
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Sonja L. Rath
Colleague at CaptrustGreater Sacramento, United States
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Gosia Sutcliffe, Clu®, Chfc®, Mba
Colleague at CaptrustEaston, Pennsylvania, United States
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Mark Muntean, Cfa, Cfp® education
Frequently asked questions about Mark Muntean, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mark Muntean, Cfa, Cfp® work for?
Mark Muntean, Cfa, Cfp® works for CAPTRUST.
What is Mark Muntean, Cfa, Cfp®'s role at CAPTRUST?
Mark Muntean, Cfa, Cfp® is listed as Financial Advisor at CAPTRUST at CAPTRUST.
What is Mark Muntean, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @captrustadvisors.com for Mark Muntean, Cfa, Cfp® at CAPTRUST.
Where is Mark Muntean, Cfa, Cfp® based?
Mark Muntean, Cfa, Cfp® is based in Uniontown, Ohio, United States while working with CAPTRUST.
What companies has Mark Muntean, Cfa, Cfp® worked for?
Mark Muntean, Cfa, Cfp® has worked for Captrust and Cornerstone Capital Advisors.
Who are Mark Muntean, Cfa, Cfp®'s colleagues at CAPTRUST?
Mark Muntean, Cfa, Cfp®'s colleagues at CAPTRUST include Melissa C., Philip Kelton, Jr., Thomas S. Gile, Heather Tutone, and Oliver Norman, Cfp® Chfc® Clu® Cdfa®.
How can I contact Mark Muntean, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Mark Muntean, Cfa, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Mark Muntean, Cfa, Cfp® attend?
Mark Muntean, Cfa, Cfp® holds Ba, Finance from Walsh University.
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