Daniel Munger

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: Spanish

Medicare Guidance. If you are approaching the Medicare eligibility age of 65, you can speak to a licensed representative of Medicare plans at Assurance, a Prudential Financial company. Call +1(855) 571-1419.
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Daniel Munger

Financial Advisor

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About Daniel

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Advisor

    Prudential Advisors

    September 2019 - Present | San Diego

  • Underwriting Specialist

    American International Group

    July 2006 - October 2018 | San Diego

    Private Client Group

The Prudential Difference

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    • Property & Casualty: CA
    • Variable Annuities: CA, TX
    • Securities License: CA
    • Variable Life Insurance: (CA License #0N13412)( TX License #2527676)
    • Fixed Annuities: (CA License #0N13412)( TX License #2527676)
    • Life Insurance: (CA License #0N13412)( TX License #2527676)