COPYRIGHT MUNTZ FINANCIAL 2013 - SITE DESIGN BY SANTINO NOIR
David has dedicated his entire professional career to the development, distribution and management of financial assets and vehicles. In his current role, as founder and President of Muntz Financial, David has tailored his services to meet the complex needs of High Net Worth Individuals, Trusts and Business Owners with particular emphasis on portfolio design, analysis, and implementation.
Before registering his own firm as a Registered Investment Advisor, David served the investment community as a member of Merrill Lynchs Global Private Client division, utilizing their proprietary open architecture platforms.
Prior to joining Merrill Lynch, he served as Senior Financial Consultant at PNC Investments, where he managed in excess of 50 million dollars in individual and corporate assets. He began his career in the financial services sector as the youngest sales manager in the 156 year history of The Penn Mutual Life Insurance Company.
He currently holds a Chartered Retirement Planning Counselor designation from The College for Financial Planning, and is an Investment Adviser Representative with the independent Registered Investment Advisor - Muntz Financial, LLC. David has also established himself as a leader in the fiduciary services universe by earning the Accredited Investment Fiduciary, AIF, designation by demonstrating a clear understanding of the precepts and principles demanded by ERISA covered retirement plans.
In 2012 David earned the Certified 401k Professional designation, C(k)P, through The Retirement Advisors University, in collaboration with UCLA Anderson Executive Education. He is among the first 75 Fiduciary Advisors to have earned this elite designation, nationally.
In addition to his ongoing investment management duties, David actively serves on the Target Advisory Board to Nationwide Financial Services, joined by only 14 other top financial professionals in the industry.
David has previously earned the FINRA Series 6, 7 and 63 licenses and currently holds the FINRA 65 (Investment Advisor Law) license, as well as his Pennsylvania Life, Accident and Health Licenses.
He received his education in the areas of Financial Planning, Insurance, Taxation, Retirement Planning, Investments and Estate Planning at the American College in Bryn Mawr, Pennsylvania and in 2010 was identified by them as one of the top financial professionals in the Philadelphia area, interviewing him on their Wealth Channel and Wealth Today programs.
David is an avid golfer and can be found on the Philadelphia area links in warm weather. He lives in Bucks County, Pennsylvania with his wife Jennifer and 5 children.
David Muntz, CRPC, C(k)P, AIF