Michael Munson
Partner | Wealth Manager
- Role
- Partner Wealth Manager at Kingsview Partners
- Location
- Eureka, CA, US
- LinkedIn followers
- 500 followers
About Michael Munson
Partner | Wealth Manager Michael Munson operates his independent Kingsview Partners…
Experience
Partner Wealth Manager
Jun 2022 — Present
I operate an independent Kingsview Partners practice in Eureka, California. I have over 25 years of industry experience and a widely diversified background, including experience conducting real estate transactions and as a restauranteur. As a business owner and investor, I understands the business trends and economic impacts my entrepreneurial clients face. This knowledge, paired with my financial expertise, means I can advise clients with different risk tolerances, time frames, and life experiences.
Skills
- 401k Rollovers
- Financial Services
- Insurance
- Investments
- Retirement
- Retirement Planning
- Securities
- Mutual Funds
- Stocks
- Bonds
- Annuities
- Tax-Efficient Strategies
- Wealth Preservation Planning
- Financial Analysis
- Microsoft Office
- Risk Management
- Microsoft Excel
- Financial Modeling
- Entrepreneurship
- Management
- Strategic Financial Planning
- Financial Planning
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