Charlie Munkwitz Promoted to M3 Financial Retirement Plan Consultant

Charlie Munkwitz has recently been promoted to a retirement plan consultant at M3 Financial. M3 Financial is a team of consultants serving retirement plan clients, with an emphasis on employer support and employee retirement readiness.

As our newest retirement plan consultant (401k sales), he continues to utilize his knowledge and experience in retirement plans, fiduciary obligations, and regulatory environments. Munkwitz provides his clients with appropriate guidance based on their unique needs and is committed to their long term financial success. He assists decision makers with the technical aspects of 401k, 403b, 457b, and defined benefits plans. Additionally, Munkwitz will continue to be an active member in conferences and educational seminars.

Munkwitz began his work in the retirement services industry in 1999. His expertise has made a positive impact on M3 Financial since joining the team in 2015. Munkwitz first served as a retirement plan relationship manager, where he provided account management support to clients and expanded M3 Financial’s infrastructure.

Munkwitz has earned the following designations throughout his career: Qualified Plan Financial Consultant (QPFC) from ASPPA/NAPA, Retirement Plan Associate (RPA) from the International Foundation of Employee Benefits Plans and the Wharton School of the University of Pennsylvania, Licensed Investment Advisory Representative, Life Insurance License, and Certified Plan Fiduciary Advisor (CPFA).

About M3 Financial

M3 Financial partners with organizations to manage employer-sponsored retirement plans, executive benefits, and life insurance planning. Our people are an extension of your team, leveraging our world-class resources to offer innovative solutions and strategies that are specific to your goals. For more information on M3 Financial, visit

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