Colt Munchoff Joins WealthVest Team as Regional Consultant

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WealthVest builds leadership in Orange County and Hawaii with the addition of Colt Munchoff as he assists clients with rethinking retirement.

WealthVest builds leadership in Orange County and Hawaii with the addition of Colt Munchoff as he assists clients with rethinking retirement.

Munchoff has worked in the financial service industry for nearly 20 years. He started his career as an internal sales associate in Newport Beach then taking the lead as senior sales associate to regional vice president throughout his profession in southern California, predominately in Orange County.

Colt has an accomplished testimony in all aspects of the sales cycle. He enjoys the educational aspect, personal communication, and relationship building that exceeds the norm in thinking of retirement options for clients.

Munchoff graduated from the University of Arizona with a degree in Business Administration and Communications. His life took an unexpected detour after college as a result of a car accident which incentivized him to start the non-profit Blink Once For Yes which helps the physically challenged through classes, cooking and speech presentation.

He holds series 7, 63 and CA Life Insurance.

WealthVest Financial Partners is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.

The company possesses four sales teams: two field wholesaling teams dedicated to banks and broker-dealers, a field team dedicated to independent agents, and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on their team, and over $1 billion in sales to date.

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Dia Johnson
WealthVest
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