Michael D. Munn, Cfp® Email and Phone Number
Experience | Connection | Innovation Munn Financial Group is an independent financial services firm, created by a team of highly experienced and credentialed financial professionals. Our comprehensive approach allows us to remain, first and foremost, client-focused. Our process leaves no stone unturned.As an independent firm, we have the ability to approach each client relationship with a customized perspective. We have the benefit of a large, resource-rich national firm behind us, in LPL Financial, and also the agility and freedom allowing us to focus fully on Fiduciary duty and overall financial wellness.Our staff consists of experienced professionals who, as a team, strive to serve as your “Personal CFO”. We believe in a client-first focus that allows us to work hand-in-hand, guiding you through all phases of your financial life.Our Commitment - At Munn Financial Group we are dedicated to personalized client service, as well as investment counsel, independent asset management, and comprehensive financial planning. We are committed to helping our clients stay focused on where they want to go, providing sound advice on how to get there, and maintaining a disciplined approach to help them work towards their dreams and build an enduring legacy.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.
Munn Financial Group
View- Website:
- munnfinancialgroup.com
- Employees:
- 5
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PartnerMunn Financial Group Oct 2022 - PresentRochester, Ny -
PartnerRiley Whalen & Munn Nov 2021 - Sep 2022Fairport, Ny
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Financial ConsultantRiley, Nichols & Munn Sep 2007 - Nov 2021
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Retail ManagementGuitar Center Stores, Inc. Apr 2004 - Aug 2007Retail Management and Sales. Certified in all departments and equipment. 2005 Employee of the Year. All-time sales leader for the Rochester location when I left in 2007. -
Installations CoordinatorStereoshop May 2003 - Apr 2004Home Theater Installations, A/V Sales, Consumer Electronics Repair, etc.
Michael D. Munn, Cfp® Education Details
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Communications -
Canandaigua Academy
Frequently Asked Questions about Michael D. Munn, Cfp®
What company does Michael D. Munn, Cfp® work for?
Michael D. Munn, Cfp® works for Munn Financial Group
What is Michael D. Munn, Cfp®'s role at the current company?
Michael D. Munn, Cfp®'s current role is Partner at Munn Financial Group.
What schools did Michael D. Munn, Cfp® attend?
Michael D. Munn, Cfp® attended Ithaca College, Canandaigua Academy.
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