Michael Munson Email & Phone Number

Partner | Wealth Manager Michael Munson operates his independent Kingsview Partners practice in Eureka, California. With twenty-five years of industry experience, Mike began his career in the securities industry in 1996, working with AG Edwards & Sons, Wachovia, and Wells Fargo before transitioning to Kingsview’s independent platform in 2022.Experience MattersMike obtained the series 9, 10, 63, 65, & 7 and licenses in life, health, and long-term care insurance. He has a widely diversified background, including experience conducting real estate transactions and as a restauranteur. As a business owner and investor, he understands the business trends and economic impacts his entrepreneurial clients face. This knowledge, paired with his financial expertise, means Mike can advise clients with different risk tolerances, time frames, and life experience.On A Personal NoteA longtime resident of Eureka, one of Mike’s personal goals is to serve and enhance his local community to the greatest extent possible. In addition to running his financial practice, he also owns two local businesses, served on the St. Joseph Medical Foundation Board and is an active member of the Eureka Old Town Rotary. He is also a past President of Redwood Empire Little League and Humboldt Eagles American Legion Baseball, and has coached numerous baseball, soccer and basketball teams.Mike enjoys spending time outside (especially hunting and fishing) with his two sons, Brady and Cooper. He is also an avid traveler and auto enthusiast.

Listed skills include Bonds, Wealth Preservation Planning, Insurance, Retirement Planning, and 18 others.

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  Partner | Wealth Manager

  Kingsview Partners

  Jun 2022 - Present

  I operate an independent Kingsview Partners practice in Eureka, California. I have over 25 years of industry experience and a widely diversified background, including experience conducting real estate transactions and as a restauranteur. As a business owner and investor, I understands the business trends and economic impacts my entrepreneurial clients face. This knowledge, paired with my financial expertise, means I can advise clients with different risk tolerances, time frames, and life experiences.