Meet The Team

Susan Munson CFP® CFIP

Managing Director Senior Portfolio Advisor

Serving public entities since 1994

Professional: Susan serves as an integral member of the advisory team providing consultative services to various types of public entities, including cities, counties, state general funds, water districts, power authorities, and universities. As a Senior Advisor, Susan is responsible for directly advising clients on all aspects of the fixed-income portfolio management process.

Before joining GPA, Ms. Munson served for seven years as the founder and CEO of the Fixed Income Academy (FIA). FIA is an educational platform for experienced and aspiring financial professionals to learn the fundamentals and hone their investment management skills.
Educational:
Rancho Santiago College/College of Financial Planning
Licenses:
Series 65 licenses from the Financial Industry Regulatory Authority (FINRA)
CFP® – 2002, Investment Advisor License 1992, Awarded the Investment Foundations™ Certificate by CFA Institute, FINRA Licenses: 63 & 65