Overview
Name: Jim Munchbach, CFP®
Company: BayRock Financial, L.L.C.
Position: Founder and CEO
Location: 5000 Gulf Freeway, Building 4, Room 230, Houston, TX
Jim Munchbach is a seasoned Certified Financial Planner™ with extensive experience in financial services and wealth management. Renowned for his contributions to the sphere of independent, fiduciary fee-based financial planning, he founded BayRock Financial, L.L.C. in 2019 and serves as its CEO.
Professional Experience
BayRock Financial, L.L.C.
- Founder and CEO, providing independent, fee-only financial advice.
- Specializations include investment management, tax planning, estate planning, insurance planning, retirement planning, and personalized financial planning.
- Located conveniently at the UH Technology Bridge – The Innovation Center in Houston, Texas.
Previous Roles:
- State Farm: First agent in Houston authorized to charge fees for financial advice.
- Morgan Stanley: Worked on Wall Street; focused on wealth management.
- STA Wealth (now Avidian Wealth Solutions): Investment Advisor Representative.
- Archetype Wealth Partners: Director of Financial Planning, instrumental in transitioning a team into an Independent RIA.
- Tremont Street Advisors: Director of Wealth Management.
Academic Involvement
University of Houston, C.T. Bauer College of Business
- Adjunct Faculty, teaching Personal Finance since 2012.
- Delivers courses on Introduction to Personal Finance.
Partnerships & Strategic Alliances
- Charles Schwab Institutional: Integration of digital platforms and industry expertise.
- Advyzon Investment Analysis: Strategic partnership established to utilize advanced, intuitive technology for RIA firms.
- MoneyGuidePro®: Offers sophisticated planning tools for families and business owners.
Educational Background and Certifications
- Certified Financial Planner (CFP®) since 2001.
- Additional certifications include CPCU, CLU, ChFC.
- Holds membership in the Christian Coaches Network.
Published Works
- Make Your Money Count: Focuses on connecting financial resources to personal objectives.
- What Matters Most: Advocates for building alliances centered on client goals.
- Allied for Success: Explores creating specialist synergies to achieve client dreams.
Personal Interests and Activities
- An ex-Harley rider turned Goldwing enthusiast, Jim enjoys RV camping and outdoor activities across Texas with his wife Connie and their dog Lucy.
- Other interests include video podcasting, new media, Mac computers, walking, and financial coaching.
Contact Information
- Phone: 281-728-8691
- Email: Jim@BayRockFinancial.com
- LinkedIn: [Jim Munchbach](https://www.linkedin.com/in/jimmunchbach)
- Website: [BayRock Financial](https://bayrockfinancial.com/)
This contact profile has been meticulously compiled to assist with understanding the professional landscape and the expertise of Jim Munchbach. BayRock Financial, under Jim's leadership, emphasizes independent, fee-only advice with a strong foundation in fiduciary responsibility and comprehensive financial planning.
