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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Whittier, California
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- cerdamunoz.com
- HQ
- Whittier, California
Cerda Munoz Advisors, Inc. Questions
Cerda Munoz Advisors, Inc.'s website is cerdamunoz.com
Cerda Munoz Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/cerda-munoz-advisors-inc-
Cerda Munoz Advisors, Inc. has
7 employees.
View email and phone details for 7
employees at Cerda Munoz Advisors, Inc..
Cerda Munoz Advisors, Inc.'s industry is
Investment Management
Cerda Munoz Advisors, Inc.'s top competitors are
Tokyu Land Us Corporation,
Prime Capital Investments,
Lp Analyst,
Dorchester Capital,
Ibrecruit,
Ramirez Asset Management,
Intellectus Partners, Llc,
Lakeside Investment Company,
Fullcircle Wealth,
Spectrum Acquisitions.
Cerda Munoz Advisors, Inc.'s categories are Investment Management
Cerda Munoz Advisors, Inc.'s founding year is 2013
