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RIA Collective Ep. 18: Help Clients, Not Companies with Juan Munoz

This week Charlie sits down with Juan Munoz CFP®, AIF®, Founder of Life Strategy Financial.

Juan is a CFP focused on supporting his clients over anything else. Juan has worked in several different areas of the financial industry, but having the trust and confidence of his clients has always been the priority. After working several years in a traditional wirehouse environment with all the standard incentives and conflicts, Juan knew that he had to make a change. Since founding his RIA in 2019, Juan has had great success as a true fiduciary.

Juan Munoz
LinkedIn: https://www.linkedin.com/in/juanmunozsm/
Website: https://lifestrategyfin.com/