Jim Munchbach

Smarter Strategies and Better Results

About Jim Munchbach

Jim Munchbach, CFP®, CLU®, ChFC®, CPCU®

CEO – BayRock Financial, LLC

Contact Me | +1-832-895-1700

I’m responsible for maintaining a high level of excellence at BayRock Financial, where we are dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.

I will partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you.
- No Hidden Fees
- No Sales Commissions
- Independent Fiduciary Advice

Financial Credentials

- CERTIFIED FINANCIAL PLANNER™ Practitioner
- CLU®: Chartered Life Underwriter
- ChFC®: Chartered Financial Consultant
- CPCU®: Chartered Property Casualty Underwriter

Experience

24 years of professional experience
- CEO, BayRock Financial, LLC, 2019-present
- Director of Wealth Management, Tremont Street Adviors 2017-2019
- Director of Financial Planning, Arkos Global Advisors 2016-2017
- Senior Financial Planner, Avidian Wealth 2016
- Financial Advisor, Morgan Stanley Wealth Management, 2014-2016
- State Farm Agent, 1998-2014

Education

- BS, Psychology, Baptist Bible College
- Adjunct Professor, Bauer College of Business at University of Houston

Services

- Fee For Service Financial Planning
- Discretionary Portfolio Management
- Family Office Blueprint

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

Missional Money Podcast Sponsored by BayRock

BayRock News and Articles

Investment Strategies

Covered Call Strategy

Covered Call Option Strategy is an options trading approach commonly used by investors who own stock and want to generate additional income from their holdings.

Jim Munchbach September 27, 2024

Investment Strategies

XOM Covered Call Strategy

XOM Covered Call Strategy allows us to generate consistent income through option premiums while still holding XOM for its consistent dividend payouts, providing a reliable stream of passive income.

Jim Munchbach September 7, 2024

Financial Planning

Document Vault

Document Vault is a secure, digital storage solution designed to centralize your financial documents. Your latest tax returns or life insurance policies, the Document Vault ensures these documents are protected and easily accessible.

Jim Munchbach August 13, 2024