Nicholas Muñoz

President, Investment Advisor

Nicholas Muñoz is a trusted financial advisor. Areas of concentration include:

  • Legacy Planning
  • Investment Management
  • Executive Only Retirement Plans
  • Qualified Retirement Plan Design Consulting
  • Participant Advice and Education Program Design

Nicholas is passionate about bringing knowledge to clients on financial planning and wealth management. He is the recipient of numerous awards that reflect his work ethic and commitment to helping clients. His desire to create a value focused investment and planning process for clients, lead him to start Ironoak Wealth LLC. Nicholas oversees the business direction and helps run the Investment strategies at IronOak. He and his team are focused on creating value for clients.

Nicholas is a Texas native and graduated from The Texas A&M University, with a Bachelor of Arts in International Studies and Business Management. He has 20 years of comprehensive experience in the financial industry and is an Investment Advisor Representative. He holds a series 66 and is Insurance licensed.

Honors & Awards: Centurion Sales Award, Client Builder Award, Developing District Awards, GDC Leader Award Through Park Avenue Securities and Guardian Life 2010-2014. RBG TSA National Leader award at AXA Advisors LLC 2008.

Nick and his wife Tasha have 2 daughters and a son, with 2 dogs. They enjoy being foodies, traveling, working out, music festivals, golf, and are focused on making a positive impact on their local community

Ready to take control of your financial future?

Contact us today to learn more about our expert services and to schedule a consultation with one of our experienced staff.

  • Home
  • About
  • Team
  • Services
  • Contact