Munster Financial, LLC

Awards and Certifications

Forbes Best-In-State Wealth Advisor

Gregory A. Munster has been recognized again this year as a Forbes Best-In-State Wealth Advisor for 2024. 

2024 Forbes Best-In-State Wealth Advisors:  Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).-

The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.  Self-completed survey was used for this rating.  This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.

Wells Fargo Advisors Financial Network Platinum Council

Greg has also been selected a member of the 2024 Wells Fargo Platinum Council.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients.

CERTIFIED FINANACIAL PLANNER™Professional

A Financial Advisor with the CFP™ certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients.  Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP™ certification is one of the most nationally recognized certifications in the financial services industry.

To earn the CFP™ certification, Greg had to meet rigorous education, examination, and experience requirements.  To maintain the CFP™ certification, Greg must complete 30 hours of continuing education each reporting period and 2 hours of CFP Board approved ethics continuing education.  Further, CFP™ certification requires that each financial planner agrees to and adheres to the CFP Board’s Code of Ethics and Professional Responsibility and to Financial Planning Standards.

Chartered Retirement Planning Counselor

Greg also holds the CRPC® designation which requires him to complete a course of study encompassing pre- and post-retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations.  Additionally, Greg had to pass an end-of-course examination that tested his ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

To maintain this certification, Greg has to renew his designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements. 

To maintain this certification, Greg has to renew his designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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