I’m Brian Munoz
Tax Strategist
Hello! I’m Brian Muñoz, a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER®specializing in tax strategy and financial planning. I’ve dedicated my career to helping professionals—especially physicians—navigate the complexities of taxes, cash flow management, and long-term financial planning. I believe great financial planning starts with understanding what truly matters to you. That’s why I take the time to ask the right questions, meet you where you are, and craft strategies tailored to your unique goals.
Backstory
Having worked closely with business owners and professionals, I understand the unique financial challenges physicians face—from managing high student loan debt and complex benefit packages to optimizing tax strategies and planning for practice ownership or retirement. My experience has shown that proactive tax planning can make a significant impact, allowing doctors to focus on their careers and patients while building long-term financial security.
I live in sunny St. Petersburg, Florida, with my wife, Jamie. We love cooking together, relaxing at the beach, and tackling DIY landscaping projects—there’s something fulfilling about creating something from the ground up. Whether it’s a backyard project or a financial strategy, I enjoy bringing structure and vision to everything I do.
If you’re looking for a team that truly understands the financial challenges physicians face, Financial Rounds is here to help. We take a personalized, proactive approach to tax strategy and financial planning, so you can focus on your career with confidence. Whether you’re managing student loans, planning for practice ownership, or preparing for retirement, our team is committed to guiding you every step of the way. Let’s work together to create a clear, strategic path toward your financial goals!