Juan Munoz

CFP®, AIF®, CRC®, AAMS®

Financial Planner / Founder

P: 832-602-3400

  

Born and raised in Chihuahua, Mexico, my family never talked much about money. While we weren’t struggling, I knew my parents weren’t putting away as much for the future as they should have been. Growing up, I saw people all around who struggled with saving - just like my parents. This made me realize that there was a way I could help people prepare for a better future of financial freedom.

While I moved to Texas in pursuit of a degree in international marketing, I found my home in the personal financial planning program at Texas Tech University. This program showed me how to channel my passion for helping others into offering education, counseling and tailored financial advice that can be used to make a difference in someone’s financial life.

I’ve been working in the financial services industry since 2008, creating personalized financial plans for families and retirement benefit plans for corporations in the Houston area. 

Outside of work, I love watching movies, listening to podcasts and staying healthy. And any chance I can get, I enjoy spending time at the beach.