ADV PART 2B - MICHAEL ROBERT MUNSON
Myecfo (CRD 166919), brochure dated February 27, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
This brochure supplement provides information about Michael Robert Munson that
supplements the MYeCFO, LLC brochure. You should have received a copy of that brochure.
Please contact Michael Robert Munson, Managing Member if you did not receive MYeCFO,
LLC’s brochure or if you have any questions about the contents of this supplement.
Additional information about Michael Robert Munson is also available on the SEC’s website
at www.adviserinfo.sec.gov.
MYeCFO, LLC
d/b/a MYeCFO
Form ADV Part 2B – Individual Disclosure Brochure
for
Michael Robert Munson
Personal CRD Number: 4355972
Investment Adviser Representative
MYeCFO, LLC
6020 La Jolla Hermosa Avenue
La Jolla, California, 92037
(858) 500-3702
mike@myecfo.com
UPDATED: 03/02/2021
Item 2: Educational Background and Business Experience
Name: Michael Robert Munson
Born: 1971
Education Background and Professional Designations:
Education:
BS Mathematics, Harvey Mudd College – 1994
MBA Finance, University of California, Los Angeles - 1999
Designations:
CFA – Chartered Financial Analyst
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential
established in 1962 and awarded by CFA Institute - the largest global association of investment professionals.
There are currently more than 90,000 CFA charterholders working in 134 countries. To earn the CFA charter,
candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional
investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their
adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
High Ethical Standards
The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional
conduct program, require CFA charterholders to:
• Place their clients' interests ahead of their own
• Maintain independence and objectivity
• Act with integrity
• Maintain and improve their professional competence
• Disclose conflicts of interest and legal matters
Global Recognition
Passing the three CFA exams is a difficult feat that requires extensive study (successful candidates report spending
an average of 300 hours of study per level). Earning the CFA charter demonstrates mastery of many of the advanced
skills needed for investment analysis and decision making in today's quickly evolving global financial industry. As a
result, employers and clients are increasingly seeking CFA charterholders-often making the charter a prerequisite for
employment.
Additionally, regulatory bodies in 22 countries and territories recognize the CFA charter as a proxy for meeting
certain licensing requirements, and more than 125 colleges and universities around the world have incorporated a
majority of the CFA Program curriculum into their own finance courses.
Comprehensive and Current Knowledge
Form ADV 2B Version: 2/24/2026
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The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making
and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of
the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including
ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments,
economics, financial reporting standards, portfolio management, and wealth planning.
The CFA Program curriculum is updated every year by experts from around the world to ensure that candidates
learn the most relevant and practical new tools, ideas, and investment and wealth management skills to reflect the
dynamic and complex nature of the profession.
To learn more about the CFA charter, visit www.cfainstitute.org.
Business Background:
02/2013 – Present
Managing Member - Chief Investment Officer
MYeCFO, LLC
04/2001 – Present
Vice President – Portfolio Manager
Denali Advisors
Item 3: Disciplinary Information
There are no legal or disciplinary events that are material to a client’s or prospective client’s
evaluation of this advisory business.
Item 4: Other Business Activities
Michael Robert Munson is a Portfolio Manager at Denali Advisors. Clients are in no way
required to implement the plan through any representative of MYeCFO, LLC in such
individual’s outside capacities. MYeCFO, LLC always acts in the best interest of the client.
Item 5: Additional Compensation
Other than profit distributions, SEP IRA contributions, salary, annual bonuses, or regular
bonuses, Michael Robert Munson does not receive any economic benefit from any person,
company, or organization, in exchange for providing clients advisory services through
MYeCFO, LLC.
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Item 6: Supervision
As the co-owner and representative of MYeCFO, LLC, Michael Robert Munson supervises all
duties and activities of the firm and works closely with Martin Raul Curiel, Managing Member.
Michael Robert Munson’s contact information is on the cover page of this disclosure document.
Michael Robert Munson adheres to all required regulations regarding the activities of an
Investment Adviser Representative and follows all policies and procedures outlined in the
firm’s policies and procedures manual, including the Code of Ethics, and appropriate securities
regulatory requirements.
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