Founders

MYeCFO is composed of a team of experienced investment professionals with a passion for providing independent, conflict-free advice to individuals and families. MYeCFO advisors currently serve U.S.-based clients. The firm has offices in Silicon Valley and La Jolla, California. Click here for full contact information.


Martin Curiel, CFA


Co-Founder

Investments & Operations









Martin Curiel is co-founder of MYeCFO and leads all aspects of the firm’s investment philosophy, including determining which products will be used to build a client’s portfolio and tactical portfolio recommendations.


Experience & Background

Previous Roles

  • Petroleum Engineer at Chevron
  • Management Consultant at Deloitte
  • Principal at Denali Advisors
  • Vice President at Matthews International Capital Management
Education

  • MBA, Harvard University
  • BS in Civil Engineering, California Polytechnic State University, San Luis Obispo
Personal

    Martin is co-founder of the Rising Farmworker Dream Fund (RFDF), a non-profit organization focused on improving the lives of migrant and seasonal farmworkers through business-based solutions.

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Mike Munson, CFA


Co-Founder

Tax Strategy & Wealth Management









Mike Munson is co-founder MYeCFO and leads the development of the firm’s proprietary tax models, including tax loss harvesting strategies and asset location analysis. He also works on clients’ unique wealth management issues, such as real estate analysis, insurance, estate planning, educational savings plans, and overall financial management.


Experience & Background

Previous Roles

  • Assistant Chief Investment Officer at San Diego County Employees Retirement Association (SDCERA)
  • Portfolio Manager at Denali Advisors (Current Principal)
  • Building long-only and hedge fund portfolios for institutional investors, including public and corporate pension plans.
Education

  • MBA, University of California, Los Angeles
  • BS in Mathematics from Harvey Mudd College
  • PhD Coursework in Optimization at Stanford University
Personal

    Mike has published a paper on Backgammon, reached Life Master status in bridge, and played NCAA Varsity football.

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