Edward Munoz

Financial Advisor

Financial Strategies For:

  • Retirement Planning
  • Retirement Income
  • Investments
  • Estate Conservation Strategies
  • Income Replacement
  • Long Term Care Protection
  • College Funding
  • Business Succession
  • Group Benefits

Ed has been in the financial services industry since 2007. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals 

His approach to wealth management is consultative, objective, and committed to excellence. First, he takes the times to listen to and review your financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect your income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. Ed is a 1989 graduate of the Wharton School of the University of Pennsylvania, with a B.S. in Economics. He and his wife, Susan, live in Lake Mohawk, Sparta, New Jersey with their two children, Hailey and Christopher