Who We Are
We are a team of highly experienced, credentialed, and dedicated Fiduciary Advisors who are driven to help our clients pursue their version of financial success. We believe in the importance of providing personalized, one-on-one advice using world-class resources to pursue your financial needs, whatever they may be.
Our HistoryMeet Our Team
David P. Munn, CFP®
Partner, Co-Founder
As a Partner and Co-founder of Munn Financial Group, David’s responsibilities include working with clients to implement holistic financial plans, reviewing accounts and investments, implementing custom investment management strategies, conducting insurance reviews, and providing retirement planning recommendations. David also serves as the firm’s chief financial officer.
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Michael D. Munn, CFP®
Partner, Co-Founder
Michael and his father, David, founded Munn Financial Group with a mission of delivering independent financial advice with the highest standards of integrity, work ethic, compassion, and expertise. Michael is committed to providing exceptional service as he develops custom financial plans, manages portfolios, conducts insurance reviews, advises on retirement plans, and conducts investment strategy research for the firm.
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Angelo Costanza, CPFA®
Wealth Planner
As a Wealth Planner with over 11 years of experience, Angelo specializes in helping individuals, families, and business owners build, protect, and manage their wealth with confidence. He takes a personalized approach to asset management, developing tailored investment strategies that align with each client’s goals, time horizon, and risk tolerance. Whether it’s planning for retirement, managing 401(k) plans, or optimizing portfolios, Angelo focuses on long-term growth, tax efficiency, and smart diversification to help clients make the most of their financial potential.
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Lisa DeMetsenaere
Client Relationship Manager
As a client service associate, Lisa is available to assist directly with our client’s day-to-day needs. She is proactive, responsive, and strives to provide exceptional and compassionate service to each and every client. Lisa also supports the firm’s financial advisors by preparing documents and presentations for client meetings, drafting meeting notes, setting up new client accounts, and following up on many action items.
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Alanna Lucia, MBA
Client Service Associate
As a Client Service Associate, Alanna provides personalized support to clients and advisors, ensuring every interaction is handled with care and attention to detail. She assists with day-to-day client needs, account setup, meeting preparation, record maintenance, and follow-ups. Alanna also supports the firm’s marketing, office operations, and community involvement initiatives.
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