top of page
Image by David Ireland
Robert Mundy

Bob Mundy

J.D., CLU, CHFC, CAP®

Coordinated Planning Founder

Coordinated Planning logo

Coordinated Planning founder, Bob Mundy, has spent his career helping business owners and executives with their business, estate, and insurance planning. Professionally he is a Chartered Financial Consultant, Chartered Life Underwriter, and a Chartered Advisor in Philanthropy. Bob’s emphasis was coordinating and working with key advisors, compiling pertinent data, and communicating technical concepts in an understandable way. He is a graduate of the University of Nebraska School of Business and Creighton University School of Law. He is also a member of Legacy Preservation, LLC, a company that helps businesses and families capture their histories through private publishing for many years, Bob has had an avocational interest in writing, first as a movie reviewer for several newspapers, and more recently as a short story writer. His first volume of short stories, I Fell from Earth and Slipped Through the Cracks was published in 2017. Throughout his career, Bob has been involved with numerous nonprofit organizations (as has his wife, Maggie) and professional organizations. Bob and Maggie are the parents of Beth Mundy Griffith (Bob’s longtime assistant and client service manager), and Chris Mundy, and the grandparents of Max Rusike-Griffith, Lila Mundy and Daria Mundy.

Request an
Appointment

To request an appointment with one of our advisors, please fill the online form or give us a call. We look forward to assisting you and will get back to you shortly to confirm your appointment.

bottom of page