Specialties: Personal Financial Planning and Wealth Management -
Jeff Munjack President - JDM Financial Group
JDM provides fee-only and fee-based customized financial planning and wealth management. Our advice to clients is untainted by sales agendas, investment commissions or the promotion of proprietary products.
JDM provides financial advice to our clients from outside the corporate culture of Wall Street.
Our advice is not biased by sales agendas, investment commissions, or the promotion of proprietary products.
As a fiduciary, we offer fee-only and fee-based investment management and financial planning to private clients throughout the United States, and we are committed to helping clients make well-informed, goal-oriented financial decisions in an atmosphere of open communication and trust.
Our services include strategies for wealth accumulation, family financial planning, business succession, retirement, and legacy planning — with each service specifically tailored to our clients' priorities, goals, and stage of life.
We work with a select group of clients who come to us exclusively through referrals.
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Social Clubs
Swing Dancing and Lindy Hop
Graduate Degrees
CFP®, PFP, CFEd™, CLTC
College Degrees
BA - UC Berkeley
Speaking/Teaching
Experience
Jeff is also a financial educator and teaches extensively.
