Joshua Mungavin is a shareholder and financial planner at Evensky & Katz/ Foldes Wealth Management providing investment and wealth planning advice to high net worth individuals and families. He focuses on integrating wealth planning, tax and estate planning, investment management, and philanthropic counsel into a customized strategy to help clients accomplish their life and financial goals. In addition to his core practice, Josh also specializes in helping clients solve personal financial problems such as choosing the optimal credit card, finding high-interest bank accounts, securing personal financing, and managing other items of daily financial concern.
He has been regularly quoted on various financial topics in both local and national media including CBS Channel 4 Miami, Money magazine, MarketWatch, Morningstar Advisor, The Fiscal Times, Investment News, Interest.com, The Allianz Global Investor Newsletter, The State Farm Newsletter, and the Daily Toreador. Josh has also been credited with supporting Deena Katz in the writing of The Complete Guide to Practice Management: Tips Tools & Templates for the Financial Advisor. Further, as part of a special committee with the International Foundation for Retirement Education, he helped revamp the Certified Retirement Counseling designation exam so that the designation could qualify for accreditation.
He started his career in wealth management at EKF in 2007 after seven years of working in the technology sector. Due to his experiences within the technology and wealth management industries, Josh was invited to speak at an annual Financial Planning Tools for Today conference where he participated in a panel addressing technological questions posed by other wealth management professionals. During his technology career, he earned both the Microsoft Certified Professional and Microsoft Certified Technology Specialist designations.
Josh graduated with a degree in financial planning from Texas Tech University and has earned both Certified Financial Planner™ and Certified Retirement Counselor designations. He is a member of the Financial Planning Association.