Michael D. Munn,  CFP<sup>&reg;</sup> - Financial Advisor

Michael D. Munn, CFP®

Munn Financial Group

30B Grove St
Pittsford, NY 14534-1334
FINANCIAL ADVISOR'S WEBSITE
(585) 559-6866

General

Michael Munn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Munn Financial Group in Pittsford, NY and the surrounding communities.

Financial Advisor Overview

Michael co-founded Munn Financial Group with a mission of delivering independent financial advice with the highest standards of integrity, work ethic, compassion, and expertise. He is committed to providing exceptional service as he develops custom financial plans, manages portfolios, conducts insurance reviews, advises on retirement plans for businesses, and conducts investment strategy research for the firm.

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Financial Advisor Experience

Michael has more than 16 years of experience in the financial services industry. Prior to founding MFG, he was promoted to partner at Riley Nichols & Munn after previously serving as a client service associate and advisor. He began his professional career in 2003. He has a bachelor’s degree from Ithaca College, has passed the FINRA Series 7 and 63 exams, and holds a New York state insurance license. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Bankruptcy, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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