Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
14yrs
Based in La Jolla, California, Michael Munson is a financial advisor with 14 years of industry experience. Michael has been with Myecfo since 2013. Michael holds the CFA designation.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 60% of advisors at Myecfo
OfficeLa Jolla, CA
FirmMyecfo
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.44 million
Advisors at the firm5
States licensed ?2 states
Services through Myecfo
Financial planningInvestment management for individuals and small businessesEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2013 – nowMyecfoCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Myecfo at (650) 231-4609 and ask for Michael Munson. Michael works from the La Jolla, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2013, about 14 years. More experience than 60% of advisors at Myecfo.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Myecfo reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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