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