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Ryan Munoz Email & Phone Number
Founder | Tax Consultant
at
Trinity Tax Strategies
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Founder | Tax Consultant
Location
Celina, Texas, United States
Company size
Who is Ryan Munoz? Overview
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Quick answer
Ryan Munoz is listed as Founder | Tax Consultant at Trinity Tax Strategies, a company with 8 employees, based in Celina, Texas, United States. AeroLeads shows a matched LinkedIn profile for Ryan Munoz.
Ryan Munoz previously worked as Wealth Manager at Wealth Strategies Advisory Group, Llc and Insurance Advisor at Advisors Excel. Ryan Munoz holds Bachelor Of Arts (B.A.), Kinesiology And Business from Whittier College.
Company email context
Email format at Trinity Tax Strategies
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Trinity Tax Strategies
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Profile bio
About Ryan Munoz
As a wealth manager within a Virtual Family Office (VFO), I partner with CPAs to expand the value they provide to business-owner clients. Through our collaboration, CPAs gain access to advanced tax, business, and wealth management solutions tailored to affluent clients’ needs. I coordinate a team of experts—leaders in tax strategy, estate planning, and asset protection—ensuring seamless, integrated strategies that align with clients’ goals.Our VFO model offers family office-level services to a broader range of clients, making sophisticated planning accessible without the high costs. This approach allows CPAs to deliver well-rounded, proactive guidance that strengthens client relationships and builds long-term loyalty. For CPAs seeking to enhance client impact, expand their book of business, and deliver exceptional results, I welcome the chance to discuss how our VFO services can support your practice.
Current workplace
Ryan Munoz's current company
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Trinity Tax Strategies
9 roles
Ryan Munoz work experience
A career timeline built from the work history available for this profile.
Wealth Manager
CurrentI partner with CPAs to deliver unparalleled value to their business-owner clients through a coordinated network of subject matter experts. By leveraging Virtual Family Office services, I provide a seamless integration of tax, business, and wealth strategies—all working in harmony to prevent conflicting advice and ensure cohesive, strategic planning. This.
Nov 2024 - Present
Insurance Advisor
Current
Nov 2024 - Present
Insurance Planning
Feb 2024 - Nov 2024
Business Wealth Advisor
Dec 2023 - Nov 2024
Celina Chapter Member
The Society for Financial Awareness is a 501(c)(3) non-profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We provide valuable informational workshops that are presented to individuals, companies and organizations. These events are designed to educate and help attendees understand and.
May 2022 - May 2024
Medicare & Retirement Income Specialist
Insurance planning provides individuals with financial protection and peace of mind by mitigating risks associated with unforeseen events. It helps safeguard against potential losses from accidents, illnesses, death, and permanent disability ensuring that individuals and their loved ones are financially secure in times of need.
Jul 2020 - Feb 2024
Investment Advisor Representative
Trinity Wealth Advisors
Experienced investment manager specializing in faith-based finances, guiding individuals and organizations to align their investments with religious beliefs and values through thorough market research, portfolio management, and socially responsible investment guidance for sustainable and impactful financial growth.
Jan 2023 - Dec 2023
Associate
Dec 2018 - Jun 2020
Team & coworkers
Colleagues at Trinity Tax Strategies
Other employees you can reach at wsagaz.com. View company contacts for 8 employees →
KS
Kent Snodgrass
Colleague at Trinity Tax Strategies
Carlsbad, California, United States, United States
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AJ
Amy Joslin
Colleague at Trinity Tax Strategies
United States, United States
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PW
Preston Walchli
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
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BB
Brenten Blakeman
Colleague at Trinity Tax Strategies
Greater Phoenix Area, United States
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JF
Joseph Fortuna
Colleague at Trinity Tax Strategies
Greater Phoenix Area, United States
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LA
Lauren Annable
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
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J"
Jonathon "Jt" Annable
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
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RA
Robert Annable
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
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Kent Snodgrass
Colleague at Trinity Tax Strategies
Carlsbad, California, United States, United States
View →
AJ
Amy Joslin
Colleague at Trinity Tax Strategies
United States, United States
View →
PW
Preston Walchli
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
View →
BB
Brenten Blakeman
Colleague at Trinity Tax Strategies
Greater Phoenix Area, United States
View →
JF
Joseph Fortuna
Colleague at Trinity Tax Strategies
Greater Phoenix Area, United States
View →
LA
Lauren Annable
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
View →
J"
Jonathon "Jt" Annable
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
View →
RA
Robert Annable
Colleague at Trinity Tax Strategies
Scottsdale, Arizona, United States, United States
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2 education records
Ryan Munoz education
Bachelor Of Arts (B.A.), Kinesiology And Business
Paramedic School
FAQ
Frequently asked questions about Ryan Munoz
Quick answers generated from the profile data available on this page.
What company does Ryan Munoz work for?
Ryan Munoz works for Trinity Tax Strategies.
What is Ryan Munoz's role at Trinity Tax Strategies?
Ryan Munoz is listed as Founder | Tax Consultant at Trinity Tax Strategies.
Where is Ryan Munoz based?
Ryan Munoz is based in Celina, Texas, United States while working with Trinity Tax Strategies.
What companies has Ryan Munoz worked for?
Ryan Munoz has worked for Trinity Tax Strategies, Wealth Strategies Advisory Group, Llc, Advisors Excel, Allegis Advisor Group, and Inspire Advisors.
Who are Ryan Munoz's colleagues at Trinity Tax Strategies?
Ryan Munoz's colleagues at Trinity Tax Strategies include Kent Snodgrass, Amy Joslin, Preston Walchli, Brenten Blakeman, and Joseph Fortuna.
How can I contact Ryan Munoz?
You can use AeroLeads to view verified contact signals for Ryan Munoz at Trinity Tax Strategies, including work email, phone, and LinkedIn data when available.
What schools did Ryan Munoz attend?
Ryan Munoz holds Bachelor Of Arts (B.A.), Kinesiology And Business from Whittier College.
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