John Munz Client Service Specialist

972-499-6281 | | Download vCard

Education: Kansas State University – BS Finance with an emphasis in Financial Services

Licenses/Certifications: FINRA Series 7: General Securities and Series 63: Uniform Securities Agent State Law Licenses

As a Registered Client Service Specialist, John enjoys ensuring clients have all their operational needs met by handling day-to-day back office details in a highly organized manner and answering client questions and concerns. He was born and raised in Kansas where he obtained a Bachelor’s degree in financial planning and services from Kansas State University. He moved to Dallas in 2014 and worked in finance and accounting at outside firms before finding his home at CD Wealth Management, where he appreciates the “client comes first” mentality. John’s self-starter attitude, attention to detail, and multi-tasking abilities are a tremendous asset to the CD Wealth Management team.

John enjoys traveling with his German Shepherd, Bailey, and attending the Dallas Stars and Texas Rangers games. He is close with his family and credits them for being an extremely positive influence on his life.