Jim Munchbach CEO

Smarter Strategies and Better Results

About Jim Munchbach, CEO

Welcome to BayRock Financial, home of The Blueprint for Financial Success where your plan is based on your vision, values, and purpose.

Hi, I’m Jim Munchbach, CERTIFIED FINANCIAL PLANNER™ Professional and CEO of BayRock. I’ve been providing financial services since 1989. Before starting BayRock, I was the first and only State Farm agent in Houston to become a CFP® Professional. In 2015 I went to work on Wall Street at Morgan Stanley in the Wealth Management division.

Independent Fiduciary Advisor

Unlike the Big Banks on Wall Street, BayRock delivers Independent Fiduciary Advice including Financial Planning and Investment Management.

Our Mission

We’re 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. At BayRock, we begin by crafting a financial plan that mirrors your vision, values, and purpose. Our holistic approach helps you find and fix the gaps in your financial planning so that you have more clarity, confidence, and a greater sense of contentment in your financial journey.

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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).

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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

Smarter Strategies and Better Results