Megan Nunez is a leader in financial planning and investment operations with nearly two decades of experience across the wealth management, banking and fintech industries. Primary areas of focus include growth strategy, process development, and human capital optimization.
Megan has deep expertise in fintech strategy and workflow design, creating comprehensive back-office systems tailored for scalability and continuity. She is an expert in CRM data management, migration and codification and advises mid-scale firms (<$1B AUM). Other areas of focus include SOP and template analysis preparation, personnel management (recruitment and training), special event planning/teambuilding, and holistic CX strategy/solutions.
Megan is an Accredited Financial Counselor®, a CFP® candidate and holds an undergraduate degree in economics from the University of Hawaii. In addition to client work, she is an active community volunteer with Montgomery County public schools and The Oakleaf Club of Greater Washington DC.
In her free time Megan enjoys gardening, traveling and spending time with her family. She resides in Maryland with her husband and two children.