Introduction to and Guidance on how to plan for Your and Your Family’s Financial Future and Retirement
Presented by Irv Munn, CPA, CFP®
What will be discussed:
How to effectively plan for your future
Understanding the various risks
Common financial planning mistakes and how to avoid them
How to help reduce risk in a volatile market environment
IRV MUNN, CPA, CFP®
Irv Munn is a Certified Financial Planner™ and president of Munn & Morris Financial Advisors. Irv received his undergraduate degree from UCLA and his Masters degree from the University of Texas. He has been providing financial planning services to clients for over 30 years.
He was recently named a member of the 2019 Raymond James Executive Council. This is the tenth consecutive year he has received this recognition. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.
With a strong belief of giving back to the community, Irv volunteers with several non-profit organizations. He is currently the president of the Jewish Family Service Foundation.
Irv has been married to his wife Cindy for 43 years. He has two children – Jeff and Kimberly. In his spare time, he plays golf and hopes to eventually enjoy it.