Charlie Munkwitz QPFC, RPA, CPFA

Get to Know Charlie

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Charlie Munkwitz is a retirement plan consultant for M3 Financial. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support and employee retirement readiness.

As a retirement plan consultant, Munkwitz has a deep understanding of retirement plans, fiduciary obligations, and the regulatory environments. He provides guidance and makes adjustments on plan design based on the needs and goals of his clients.

  • Earned a Bachelor of Business Administration in finance and risk management from the University of Wisconsin-Madison
  • Joined M3 Financial in 2015
    • First served as a retirement plan relationship manager
    • Promoted to current position in 2022

Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.


  • Licensed investment advisory representative
  • Qualified Plan Financial Consultant (QPFC)
  • Retirement Plan Associate (RPA)
  • Certified Plan Fiduciary Advisor (CPFA)

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