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Hi, I'm Jim Munchbach, CFP® Professional and Independent Fiduciary Advisor. As CEO of BayRock Financial, I provide Financial Planning and Investment Management services to clients who pay me a fee to be their Independent Fiduciary Advisor.

I also provide lots of free Financial Coaching for DIY Investors with educational content on my blog and social media platforms. I specialize in helping small business owners Save More Money, Pay Lower Taxes, And Build a Better Retirement 💼💰

📚 Background & Expertise: I spent the first half of my career on Wall Street, learning the secret sauce of wealth management. As a Certified Financial Planner™ Professional (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Property Casualty Underwriter (CPCU®), I possess the knowledge and skills to help you navigate the complexities of the financial world. 💼📚

💡 Value I Offer: As an Independent Fiduciary Advisor, I'm dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.🚀

🔹Independent Fiduciary Advice at BayRock Financial, a Texas based RIA. Jim Munchbach, CEO and CFP® Professional.

🔹📽️ https://bayrockfinancial.com 🎙️🔹

#FinancialPlanning #Podcast for DIY Investors, Families, and Small Business Owners

📽️Jim Munchbach, Host at The Missional Money Podcast: 🎙️

https://missionalmoney.com

Financial Planning Podcast for Financial Advisors

📽️Jim Munchbach, Host at The Salty Advisor Podcast:

http://saltyadvisors.com 🎙️

Connect with Jim Munchbach on YouTube, LinkedIn, Twitter, Facebook, and Telegram: @JimMunchbach

🔹YouTube: https://www.youtube.com/@JimMunchbach

🔹LinkedIn: http://www.linkedin.com/in/JimMunchbach

🔹Twitter: http://twitter.com/JimMunchbach

🔹Facebook: http://www.facebook.com/JMunchbach

🔹Telegram: https://t.me/MissionalMoney