JIm Munchbach
JIm Munchbach

JIm Munchbach

@munchbach · 0 subscribers · 3 videos

Jim Munchbach has been teaching Personal Finance at the Bauer College of Business at University of Houston since 2012.

- In 2001, Jim became a Certified Financial Planner™ Professional

- Jim was the first and only State Farm agent “CFP®” in Houston

- He Worked on Wall Street at Morgan Stanley in Wealth Management

- Jim Left Wall Street to provide Independent Fee-Based Advice

- Founder and CEO at BayRock Financial, and Independent RIA

- Before BayRock

- Investment Advisor Representative at STA Wealth in Houston
- Director of Financial Planning Archetype Wealth Partners
- Director of Wealth Management Tremont Street Advisors

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April 15, 2022