Charles Munoz Email & Phone Number
Financial Consultant and CEO Pinnacle Financial Resources Inc. @ Centaurus Financial, Inc.®
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Charles Munoz Location
- Costa Mesa, CA, US
Charles Munoz Work
- 2005 -now Financial Consultant and CEO Pinnacle Financial Resources Inc. @
- 2000 -2005 Financial Consultant @
Charles Munoz Education
- University of Redlands
Bachelor of Science (BS) (Business and Management)
1997-1999 - El Modena High School
High School
Charles Munoz Skills
- Wealth Management
- Retirement Planning
- Financial Planning
- Investments
- Asset Management
- Investment Advisory
- Retirement Income Strategies
- Social Security Planning
- Series 7
- Series 66
- Series 24
- Exchange Traded Funds
- Bonds
- Stocks
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Life Insurance
- Long Term Care Insurance
- Non-Traditional Investments
- Oil & Gas
- Real Estate Investment Trust (REIT)
- Business Developement Companies
- Private Placements
Charles Munoz Summary
- Charles Munoz, based in Costa Mesa, CA, US, is currently a Financial Consultant and CEO Pinnacle Financial Resources Inc. at Centaurus Financial, Inc.®. Charles Munoz brings experience from previous roles at AXA Advisors. Charles Munoz holds a 1997 - 1999 Bachelor of Science (BS) in Business and Management @ University of Redlands. With a robust skill set that includes Wealth Management, Retirement Planning, Financial Planning, Investments, Asset Management and more. Charles Munoz has 2 emails on RocketReach.
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