Courtney Muñoz, CFP
U.S. Retirement & Benefits Partners
Certified Financial Planner in Campbell, CA
Address:595 Millch Dr., Suite 100
Campbell, CA 95008
About Courtney Muñoz
Courtney Muñoz is a financial professional at U.S. Retirement & Benefits Partners located in Campbell, California. Courtney Muñoz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Courtney Muñoz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Courtney Muñoz595 Millch Dr., Suite 100
Campbell, CA 95008
Phone Number:
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Website:
http://www.usrbpartners.com/
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