Jim Munchbach (BS, CFP®, ChFC®, CLU, CPCU)

Jim Munchbach focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Baby Boomers
  • Business Owners
  • Investment Advice with Ongoing Management
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Tele Tax Planning 

TeleTaxPlanning® helps clients cut taxes, save money, and get better value from their Financial Advisory team. BayRock’s streamlined process delivers Smarter Strategies and Better Results because we coordinate efforts through modern technology and smarter workflows.

  • IRA Tax Planning
  • 401k Plan Design and Management 
  • Retirement Planning for Individuals, Families, and Business Owners
  • Business Planning 
  • Estate Planning
  • Investment Management
  • Discretionary Portfolio Management
  • Alternative Investments
  • Private Equity

Additional Information

About Jim Munchbach, CFP®, CLU®, ChFC®, CPCU® 

Jim is Founder and CEO of BayRock Financial, an independent RIA firm in Houston, Texas. Jim has over 25 years experience in the financial services industry.

Jim was the first State Farm Agent to become a Certified Financial Planner™ Practitioner in the Houston area. Following that, he worked at Morgan Stanley in the Wealth Management Division.Throughout his career, Jim has witnessed significant changes in the financial services industry - especially in the area of technology.

As a result of these experiences, Jim became a pioneer in the area of “Tele Tax Planning” with a focus on Advisor Coordination as a means to deliver Smarter Strategies and Better Results for clients.

  • For the last 8 years, Jim has enjoyed teaching Personal Finance at the Bauer College of Business at University of Houston.
  • He also teaches Insurance in the Rice CFP® Program.

Jim is the author of three books about financial planning including Make Your Money Count, connecting your resources to What Matters Most.

In his book, Jim uses the metaphor of a Blueprint to illustrate the financial life planning process. The Blueprint for Financial Success™ helps people connect their finances with their vision, values, and purpose.

Jim and his wife Connie have been married since 1982; they have three grown children and two beautiful grandchildren. They live in Friendswood, Texas and are active members of Friendswood Friends Church.

Jim and Connie enjoy weekend camping in their Winnebago with their favorite dog Lucy.

 

NAPFA Start Date

April 07, 2020

Submit
Submit

This Office

5000 Gulf Fwy Bldg 230 Houston, TX 77204-8017 Phone: (832) 895-1700