About SoCal Planners
SoCal Planners is committed to creating the optimal lifestyle with the money you're already working with. While more money is wonderful and one of our goals is to help you have as much of it as possible, often there are opportunities to recalibrate your finances in a way that maximizes happiness and improves your daily way of life. We help our clients by using traditional financial planning strategies like minimizing taxes and maximizing investment returns, but we've also found that systematically working to help clients reevaluate what truly matters most to them results in gaining the most happiness per dollar.
Our History
Our team at SoCal Planners comprises highly qualified professionals with extensive experience in tax mitigation, investment management, and retirement planning. We are dedicated to understanding our clients' unique financial situations and providing tailored strategies to help them secure their financial future while maintaining an enjoyable quality of life today. SoCal Planners is lead by Christopher D. Munchhof who founded the financial services firm Free Financial in 2012. Free Financial was originally created when Christopher D. Munchhof learned members of his family who had worked hard and saved their entire lives had been taken advantage of by slick salespeople who locked them into high-fee, high-comission investment products. That firm was rebranded to SoCal Planners in 2025 in a response to the changing needs of today's clients. SoCal Planners builds on over a decade of success at Free Financial and ignites a focus on providing our customers with greater value than we ever have before.
Who We Serve
At SoCal Planners, we serve individuals, families, and small businesses seeking to strengthen their financial position and plan for the future. We work closely with each client to develop customized financial plans that align with their specific objectives and aspirations.
Our Approach
We take a holistic approach to financial planning. There is more to financial planning than just dollars and cents. That's why we take the extra time to learn more about you. We then integrate investment management, risk assessment, and tax planning to create comprehensive strategies that optimize your financial resources to get the most meaning out of your life.
Benefits of Partnering with Us
Partnering with SoCal Planners offers you access to personalized financial guidance, ongoing support, and a clear roadmap to pursue your financial goals. Our commitment is to empower you with the knowledge and strategies needed to make informed financial decisions and build a secure financial future.