Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > California > San Jose > Joanne D. Mungall, CFP®

Find the Certified Financial Planner™
Who's right for you.

Saved Planners (0)

Joanne D. Mungall, CFP®

Investment House, LLC

1515 Lincoln Ave
San Jose, CA 95125
Phone: (408) 286-8483
Fax: (408) 287-2602

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Estate Planning
Investment Management
Insurance
Retirement
Long-term Care
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: Securities & Advisory Services offered through Commonwealth Financial Network, member www.finra.org/www.sipc.org, a Registered Investment Advisor. For residents of CA & WA only. Fixed insurance products & services offered by Investment House, LLC.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.