Joe MacMunn

The founder of MacMunn Financial Management, Joe, uses his natural love of numbers and data to craft easy-to-understand financial strategies. After working several years in the insurance and annuity industry, Joe decided to pursue his passion for helping others and founded MacMunn Financial Management in 2002. Joe has passed the Series 65 securities exam and is an Investment Adviser Representative. He holds a mechanical engineering degree from the University of Massachusetts Lowell, as well as an MBA from Northeastern University. Joe has been featured on the “Today Show,” Money Matters Radio, WCRN, and in numerous magazines and newspaper articles. Joe has also dedicated his time to volunteering for the Special Olympics and raising money for Leukemia awareness—-two activities spurred on by his daughter with Down’s Syndrome. Together, Joe and Jo-Ann work to help ensure their clients receive the insights, care, and resources they deserve.