Gregg Munn (CFP®, CPA)
Gregg Munn focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Investment Advice with Ongoing Management
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Gregg Munn Jr. is a CERTIFIED FINANCIAL PLANNER™ practitioner and Wealth Advisor for Sax Wealth Advisors – a fee-only, independent financial advisory firm with over $1 billion of collective assets under management. Gregg has extensive experience in financial planning, investment portfolio analysis and management, retirement planning, cash flow and budget management, strategic tax planning and preparation, trust and estate planning and risk management with insurance planning.
Gregg graduated with a double major in Finance and Accounting from Florida State University. Gregg subsequently obtained his Masters in Accounting at the University of North Florida, which allowed him to obtain his Certified Public Accountant designation in both Florida and New Jersey.
NAPFA Start Date
January 09, 2017
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