Certified Financial Planner™ Practitioner
President, Munn & Morris Financial Advisors

Irving Munn | CFP®, CPA


Irv Munn is a CERTIFIED FINANCIAL PLANNER™ professional and president of Munn & Morris Financial Advisors. He previously was a certified public accountant and the president of Irving Munn, P.C., a public accounting firm until he sold the firm several years ago to focus his full attention on financial planning. He has been providing financial planning services to clients for over 30 years. In addition to his certification as a CFP® professional, Irv holds Series 7 and 63 licenses and a Texas life and health insurance license. He is a frequent speaker on various business, tax and financial planning topics.

Background and Experience

Irv graduated from the University of California at Los Angeles in 1971 with a Bachelor of Arts in Psychology. He received a Master of Public Health degree in Health Administration from the University of Texas in 1973. He subsequently completed his accounting studies through the graduate program at the University of Texas at Dallas.

Get to know Irv 

Irv has been married to his wife Cindy for 46 years. They have two children– Jeff, who is a product marketing manager with M-Files in Austin, and Kimberly, who is the Senior Manager Global Programs for We Care Solar, a non-profit organization focused on providing lighting and power to health clinics in Africa and Asia. With a strong belief of giving back to the community, Irv volunteers with several non-profit organizations. He is the president of Jewish Family Service Foundation and immediate past president of Temple Shalom Endowment Fund. When not at work or volunteering, he enjoys music, travel, sporting events and spending time with his grandsons, Charlie, Joey, and Henry. He also plays golf and hopes to eventually enjoy it.


Raymond James is not affiliated with any of the above entities.