Financial Consultant

David Munoz


Application form

REAL Application

Application form

CORE Fund Application

David Munoz's Bio

Over 30 years in the Financial Services Industry – Banking, Mortgage Lending, and Strategic Planning Fields
Senior Agent with Expert Insurance Team where we educate and support families with health, life and financial education.
Licensed in 32 states – Fluent in English and Spanish
Mission: Provide a roadmap to living a full and quality life – what we call “Growing Old Young”
Now part of the Drive Planning team in adding financial growth and protection though Private Money Lending opportunities.

Married – 4 kids and 6 grandkids
Living in Bolingbrook, IL

  • Enjoy reading, fishing and sailing
  • Love time with family – Kids and grandkids –
  • Enjoy sharing my life work and experience to make a positive difference in the people we touch
Work History
  • Senior Agent – Expert Insurance Team
    2019 – Present
  • JP Morgan Chase – VP – Financial Services
    September 2003 – September 2018
  • Operations Manager – Banco Popular
    October 1990 – July 2003