Susan Munson, financial advisor Irvine CA
96 score

Susan Munson

CRD Number: 2009836
Current Firm: Charles Fish Investments, Inc.

Susan Munson (CRD# 2009836) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 24 years of experience in the finance industry. Susan Munson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
James Skorheim, financial advisor Irvine CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Jeffrey Tilson, financial advisor Irvine CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
Carol Somoano, financial advisor Irvine CA
Carol Somoano
CRD# 4972541
Asset Planning, Inc.
Professional Designations
Company Name Location Dates Years
Charles Fish Investments, Inc. Irvine, CA Aug 2013 - Current 3
Ftn Financial Main Street Advisors Las Vegas, NV Feb 2013 - Current 3
Fixed Income Academy LP Orange, CA Apr 2010 - Current 6
Mustard Seed Consulting, Inc. Orange, CA Aug 2008 - Current 8
Mainstreet Capital Advisors, LLC Las Vegas, NV Aug 2008 - Feb 2013 4
Munson Advisors, Inc. Orange, CA Aug 2008 - Aug 2012 4
Self Employed Orange, CA Mar 2008 - Aug 2008 < 1
Credit Suisse Securities (usa) LLC Irvine, CA Apr 2007 - Feb 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA Dec 1993 - Mar 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Susan M. Munson
Phone Number: 949-296-3970
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.