Cerda Munoz Advisors

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7720 Painter Ave Ste A
Whittier, CA 90602
+1 (562) 222-4525
https://www.cerdamunoz.com

Cerda Munoz Advisors is a fiduciary firm based in Whittier, CA, dedicated to helping clients achieve financial well-being through wealth management and investment management services. With a commitment to transparency, the firm offers fee-based solutions that prioritize the best interests of individuals, families, business owners, and medical professionals.

Boasting over 35 years of combined experience, Cerda Munoz Advisors focuses on serving diverse clients and guiding them through complex financial challenges. The firm's mission is to grow and protect clients' money, enabling them to attain financial freedom and successfully navigate their financial futures.

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5.020 reviews
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Louie S.
11/16/2020

My family and I work with one of the founders Gilbert Cerda for the last 3 years. Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial...

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Mary Ann S.
9/8/2023

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once...

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Chris L.
2/25/2022

I have been a client of Cerda Munoz for several years. Aaron Munoz has been my primary advisor. He is unfailingly patient, knowledgeable and excellent in communication both with phone and emails....

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Salvador A.
4/10/2019

I am very grateful to Gilbert. Gilbert educated me on how to properly manage and use money. I had lots of preconceived notions on investing that have been corrected. I've referred lots if my...

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Adriana R.
5/29/2021

First impression is awesome but just ended up going back to my previous financial planner and tax preparer this year for x reasons I don't want to elaborate on

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