Joe Muniz
Financial Advisor
Joe works with individuals and families of all ages, providing guidance and planning for protection, accumulation, retirement planning, and wealth distribution needs. He also collaborates closely with business owners, executives, and employees, offering a range of financial services to navigate today's complex business environment.
Years of Experience
36
Education/Licenses
BA in Marketing from University of New Orleans
Series 6, 7, 24, 26, 63, 66 Securities Registrations
Community Involvement
Active in Fund Raising for Folds of Honor Organization
Financial confidence means being prepared financially for the future, good or bad, up markets or down markets, regardless of the geopolitical climate.
The ability to utilize my years of experience to help my clients achieve the Financial Confidence described above. I take great pride in making myself available for my clients’ concerns with no restrictions to day of the week or time on the clock.
To be here tomorrow or to be spiritually prepared not to be.