Arthur Muñiz CFP®, CEPA, AIF®
LPL Financial Advisor
Working with a CERTIFIED FINANCIAL PLANNER™ professional is the first step. From budgets, estate planning and investments to tax planning and insurance, a CFP® professional is qualified to help you integrate all your finances. Furthermore, having an official certification assumes an ethical commitment to care for client’s interests ahead of their own.
We begin by clearly identifying and quantifying your goals. We then develop a blueprint, oftentimes combining strategies designed to avoid inefficiencies, as we work towards your objectives. This is followed by implementing your plan of action and regular progress reports to track our results.
Rather than reacting to challenges as they present themselves, we dedicate our efforts to anticipating obstacles that lay ahead. We do this by combining the experience and resources of LPL Financial, our partners and your team of tax and legal professionals.
Experience. Professionalism. Dedication. Arthur Muniz CERTIFIED FINANCIAL PLANNER™ certificant.