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.

Call to Action

Invest 5 minutes to learn more about BayRock Financial, click here to book a quick Zoom Meeting, get a little coaching, or #AskMeAnything.