Jim Munchbach
Adjunct Faculty
Bio
Jim Munchbach is a CFP Professional in Houston, Texas; Founder and CEO of BayRock Financial, a Texas-based RIA serving individual investors, families, and business owners. Jim Munchbach has been teaching Personal Finance at the Bauer College of Business at University of Houston since 2012. In 2001, Jim became a Certified Financial Planner Professional. Jim was the first and only State Farm agent who was also a Certified Financial Planner in the Houston area. Before BayRock, Jim worked on Wall Street at Morgan Stanley in the Wealth Management department. He left Wall Street to provide Independent Fee-Based Advice. Jim was an Investment Advisor Representative at STA Wealth in Houston (they are now named Avidian Wealth Solutions). Jim left Avidian to become the Director of Financial Planning at Archetype Wealth Partners where he helped his old Morgan Stanley team transition into an Independent RIA. Jim was also the Director of Wealth Management at Tremont Street Advisors before launching BayRock Financial in late 2019. Jim lives in Friendswood with his wife Connie and dog Lucy. Jim is an ex-Harley rider turned Goldwing enthusiast. He and Connie love to take their RV camping anywhere and everywhere in Texas.
Research Interests
- Behavioral Finance
- Investment Management
- Personal Financial Planning
- Financial Life Planning
Areas of Expertise
- Insurance Planning & Risk Management
- Business Finance
- Estate Planning
- Education Planning
- Tax Planning
- Investment Planning
- Cash Flow Planning
- Retirement Planning
Books
- Make Your Money Count, connecting your resources to What Matters Most
- What Matters Most, build a purpose-centered alliance with your clients to fulfill their dreams, and yours, too!
- Allied for Success, creating a synergy of specialists to fulfill our clients' dreams by FPA Press
Activities & Interests
- Video Podcasting
- Mac Computers
- Mobile Tech
- New Media
- Reading
- Snow Skiing
- Walking
- Writing
- Financial Coaching
- RV Camping
- Dog Lover
- Grand Children
Contact Info
- Phone:
- 281-728-8691
- Email:
- Jim@BayRockFinancial.com
- Room:
- MH 220
- Website:
- Visit Web Site
Courses
- Introduction to Personal Finance
Education
Certified Financial Planner
CPCU
CLU
ChFC
Lifetime Member Christian Coaches Network