Joanne D. Mungall,  CFP<sup>&reg;</sup> - Financial Advisor

Joanne D. Mungall, CFP®

Financial Planner & Investment Manager

Investment House, LLC

1515 Lincoln Ave
San Jose, CA 95125
FINANCIAL ADVISOR'S WEBSITE
(408) 888-2542 CONNECT WITH Joanne
  • linkedin link

General

Joanne Mungall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investment House, LLC in San Jose, CA and the surrounding communities.

Financial Advisor Overview

Investment House, LLC, provides "Financial Solutions Under One Roof", designed specifically for you and your family, not the masses! We are an independent financial firm located in the Willow Glen area of San Jose that has been helping people establish and maintain their long-term financial goals for more than 40 years.

More

Financial Advisor Experience

Joanne has been in the financial services business since 1990 and has provided advice to clients since 1993. During the course of her career, her goal has been to increase her base of knowledge, help educate her clients on the effects of their decisions, and manage their expectations with respect to their finances. Throughout her career, Joanne has gained extensive knowledge in retirement planning, distribution planning, estate planning, and philanthropic planning by working with individual clients and on the corporate side of the business. She gained experience through avenues such as the CERTIFIED FINANCIAL PLANNER™ certification, industry conferences, corporate education programs, and continuing education programs. In her role as director/regional vice president of marketing for various companies offering mutual fund, 401k and insurance products, she worked with financial professionals in the Bay Area, allowing her to acquire knowledge and strategies from some of the top professionals in the industry. It is in this role that she first became acquainted with Investment House and met Linda, her partner, in the late 1990s. Joanne is an accomplished speaker and has been a guest speaker at public seminars throughout the Bay Area. She has also been a continuing education instructor for financial professionals, CPAs, and attorneys and has taught adult education courses on finances and investments at various schools in the Bay Area. In 2006, Joanne opened her own investment management and financial planning practice. She was thrilled to join Linda at Investment House, LLC as a partner in 2011, as she truly believes in the value to clients of a collaborative practice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OE50987, AZ 2038119
  • Health/disability insurance: OE50987, AZ 2038119
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Joanne D. Mungall is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, memberwww.finra.org/www.sipc.org, a Registered Investment Advisor. For residents of AZ, CA, IL, IN, NC, NV, OR & WA only. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products & services offered through CES Insurance Agency. PO Box 8224, San Jose, CA 95155 (408) 286-8483 1515 Lincoln Ave, Suite 12, San Jose, CA 95125

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources