Irving Munn | CFP®
Certified Financial Planner™ Practitioner
President, Munn & Morris Financial Advisors

Profile in a flash

Certifications:

  • CFP Professional Certification
  • Series 7 and 63 Licenses
  • Texas life and health insurance licenses

Education:

  • Bachelor of Arts in Psychology, the University of California at Los Angeles
  • Master of Public Health, the University of Texas
  • Accounting Studies Graduate Program, the University of Texas at Dallas

About Irv

Irv Munn is a CERTIFIED FINANCIAL PLANNER™ professional and president of Munn & Morris Financial Advisors. He is also a certified public accountant and was 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 CPA and 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.

Education

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.

Personal Life

Irv has been married to his wife Cindy for 43 years. They have two children – Jeff, who is an engineer with National Instruments in Austin, and Kimberly, who is the Program Manager of 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 Board Chairman of Temple Shalom Endowment Fund. When not at work or volunteering, he enjoys music, travel and sporting events. He also plays golf and hopes to eventually enjoy it.

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

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