Cerda Munoz Advisors, Inc. Employee Directory

Q: What is Cerda Munoz Advisors, Inc. known for?

Cerda Munoz Advisors, Inc. was founded in 2013. Cerda Munoz Advisors, Inc. operates in the Investment Management industry.

Q: How many employees does Cerda Munoz Advisors, Inc. have currently?

Cerda Munoz Advisors, Inc. has approximately 7 employees.

Investment ManagementUnited States2-10 Employees

Cerda Munoz Advisors, Inc. is an independent Registered Investment Advisory firm in Southern California. Our firm was founded on April 2013 with the goal of helping you make smart decision when facing difficult financial problems.  

Our services are organized into three broad categories: 

1) Investment Management 
2) Financial Advice 
3) Individual Tax Preparation 

Since no two people are alike, our services are highly personalized and customizable based on what you need. 

We're structured as an independent firm so you can rest assured that we will always offer solutions that are free from conflicts of interest. We have no ties to Banks, Brokers, Dealers or big Wall St Firms. We strongly adhere to the Fiduciary Standard to be able to truly put you first.

Find Cerda Munoz Advisors, Inc. employees' phone numbers or email addresses

Cerda Munoz Advisors, Inc. Global Highlights

North America
9

United States Of America
9

Cerda Munoz Advisors, Inc.'s Leadership

H. C.
Chief Financial Officer
Mobile Phone
Email
A. M.
Certified Financial Planner
Mobile Phone
Email
A. M.
Certified Financial Planner
Mobile Phone
Email

Contact profiles from Cerda Munoz Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

H. C.
Chief Financial Officer
Mobile Phone
Email
UNITED STATES
Jan 25, 2025
A. M.
Certified Financial Planner
Mobile Phone
Email
Jan 25, 2025
A. M.
Certified Financial Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Cerda Munoz Advisors, Inc. known for?

Cerda Munoz Advisors, Inc. was founded in 2013 operates in the Investment Management industry. The company's main headquarters is located in 7720 Painter Ave, Suite A Whittier, California 90602, US. Explore Cerda Munoz Advisors, Inc.'s company overview page for more information.

What is Cerda Munoz Advisors, Inc.'s most common email format?

Cerda Munoz Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cerda Munoz Advisors, Inc. email formats with LeadIQ.

How many employees does Cerda Munoz Advisors, Inc. have currently?

Cerda Munoz Advisors, Inc. has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cerda Munoz Advisors, Inc.'s key employees and leadership?

As of December 2025, Cerda Munoz Advisors, Inc.'s key employees include:

Chief Financial Officer: H. C.
Certified Financial Planner: A. M.
Certified Financial Planner: A. M.

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