Rich Munneke

Rich is a CERTIFED FINANCIAL PLANNER™ Professional with more than 25 years of experience in financial services and wealth management. He collaborates with a team that delivers comprehensive wealth management solutions to families, businesses, and institutions. We address wealth management topics including financial planning, investment management, tax preparation, and estate planning. Rich is enthusiastic about helping people amplify and simplify their financial lives with integrity and care while also acting in their best interest. He believes that building deep personal relationships and understanding our client’s full wealth management picture leads to better accumulation of assets and financial outcomes. Before joining Mercer Advisors, Rich spent more than 27 years at Charles Schwab Corp.