Advisors at this firm
Aaron M
CFP®, Series 63
Whittier, CA
Cerda Munoz Advisors, Inc.
Aaron Munoz is a CFP® with 13 years of experience in the financial services industry. He has been with Cerda Munoz Advisors, Inc. and Cerda Wealth Management since 2013. In addition to his advisory role, he prepares individual income tax returns for clients. Cerda Munoz Advisors, Inc. provides portfolio management and financial planning services to individuals, trusts, and business entities, combining investment management with in-house tax preparation, accounting, and licensed insurance product implementation.
William T
PFS™, Series 63, Series 66
Whittier, CA
Cerda Munoz Advisors, Inc.
William Torres is a financial advisor at Cerda Munoz Advisors, Inc with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His prior experience includes roles at 1st Global Insurance Services, Inc., 1ST Global Advisors, Inc., and 1st Global Capital Corp. Outside of his advisory work, Torres serves on the board of directors for the East LA YMCA, participating in programming and fundraising efforts. Cerda Munoz Advisors, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm combines investment advisory services with in-house tax, accounting, and insurance product implementation, employing a diversified investment approach based on Modern Portfolio Theory.
Hilberto C
CFP®, Series 63
Whittier, CA
Cerda Munoz Advisors, Inc.
Hilberto Cerda is a CFP® professional with 13 years of experience in the financial advisory industry. He has worked at Cerda Munoz Advisors, Inc. since 2013 and also operates Cerda Wealth Management. In addition to his advisory role, Cerda prepares individual income tax returns as part of his work with Cerda Munoz Advisors. Cerda Munoz Advisors, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm combines investment advisory with in-house tax preparation and insurance product implementation, utilizing a Modern Portfolio Theory-based approach with diversified asset allocations and periodic portfolio monitoring.
