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11509 Palmbrush Trail #202, Lakewood Ranch, FL 34211

(860) 785-5553
mmundo@mundofs.com
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Meet the Team

                                     Helping You Believe & Become                                                    At Mundo Financial Services, we believe financial planning is about more than investments. It is about helping people make confident decisions about their money, their families, their businesses, and their future.

Managing Director | Certified Plan Fiduciary Advisor (CPFA) | Behavioral Financial Advisor (BFA)

Michael Mundo is the founder and Managing Director of Mundo Financial Services. He works with individuals, families, business owners, and retirement-plan participants to help them make informed decisions about their financial future.

With a focus on retirement planning, 401(k) rollovers, investment management, wealth management, and comprehensive financial planning, Michael takes a personal approach to every client relationship.

His philosophy is simple:

Your financial plan should be built around your life — not the other way around.
Michael believes financial advice should be understandable, personal, and focused on what matters most to each client. Whether the goal is retiring with confidence, maximizing an old 401(k), building wealth, protecting a family, or creating a plan for the next generation, the process begins by understanding where you are today and where you want to go.

A Different Approach to Financial Planning

Listen. Understand. Plan. Execute.

Every client has a different story. That's why we don't believe in a one-size-fits-all approach.

We take the time to understand your:

Goals — What does financial success look like for you?
Family — Who are you planning for and protecting?
Retirement — When do you want to retire, and what will it take?
Investments — Are your investments aligned with your objectives?
Risk — What risks could derail your plan?
Legacy — What do you want to leave behind?
From there, we help develop a strategy designed around your individual circumstances.

Areas We Help With
Retirement Planning
Create a strategy designed to turn your accumulated wealth into sustainable retirement income.

401(k) & IRA Rollovers
Understand your options when leaving an employer and determine whether a rollover makes sense for your situation.

Investment Management
Build an investment strategy based on your goals, time horizon, risk tolerance, and overall financial plan.

Wealth Management
Coordinate the different pieces of your financial life so your investments, retirement, tax considerations, insurance, and estate planning work together.

Business & Retirement Plans
Help business owners and employers evaluate retirement-plan options and develop strategies for their employees.

Estate & Legacy Planning
Work alongside your legal and tax professionals to help ensure your financial strategy supports the people and causes that matter most.

Believe & Become
At Mundo Financial Services, we believe your financial plan should give you more than a number on a statement.

It should give you confidence.

Confidence to retire.
Confidence to make decisions.
Confidence to protect your family.
Confidence to pursue the life you want.

Believe in your future. Become financially prepared for it.

Let's Start a Conversation
You don't need to have everything figured out before you meet with us.

Sometimes the first step is simply answering one question:

“Am I doing enough today to create the future I want?”

Let's talk about where you are, where you want to go, and what it may take to get there.

Michael Mundo

Michael Mundo

Managing Director

(860) 783-5553

860-812-2324

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.