Josh Mungavin

Mr. Mungavin is a shareholder, and Financial Planner at Evensky & Katz / Foldes Financial 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 written and published books on Medicare, employee benefits, and family emergency planning, and has also been regularly quoted on various financial topics in both local and national media including USA Today, Money Magazine, MarketWatch, Morningstar Advisor, The Fiscal Times, Investment News, Lifehacker.com, Interest.com, Business Insider, Financial Advisor IQ, Time.com, FiduciaryNews.com, CBS Channel 4 Miami, ABC KOMO Channel 5 Seattle, 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 to be accredited.

He started his career in wealth management at E&K-FF 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.