Suzanne Muniz
Suzanne Muniz, CFP®
Financial Advisor
Irvine, CA
About Suzanne
Suzanne Muniz is a Financial Advisor with AIS Asset Management who guides her clients to achieve their goals through investment management. She obtained her Certified Financial Planner™ certification in 2017 and has worked in financial services for over 20 years.
Background
Suzanne began her banking career in Ohio with Sky Financial Group (now part of Huntington Bancshares Incorporated) before moving to Orange County, California where she worked in Private Banking for Comerica Bank and City National Bank. Her background includes administration, investing, and compliance. She enjoys helping her clients align their finances with their goals so they can build a life they love.
Contact
Suzanne Muniz, CFP®
Financial Advisor