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 together, he put it into a plan that makes so much sense. I'm definitely pleased. read more

Cerda Munoz Advisors - The new location of our financial advisor. The sign out front and the front of the building. - Investing Near Me - Whittier, California

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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 health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend. read more

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. I have never felt like I was being rushed. Additionally the office staff is pleasant and welcoming. I highly recommend Cerda Munoz for financial advisement. Its a tremendous relief to know I can trust them. read more

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 friends because I'm extremely happy with his professionalism and his knowledge of his job. He's helped me with money management, budgeting, investing and even my taxes (I'm self employed and they get crazy). read more

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 read more

I've known and worked with Gil for over 5 years, and his professionalism, passion and honesty is unmatched. I originally approached him for general advise, when I wasn't quite ready to concentrate on investment strategies. He advised willingly, and offered to guide me through them when I became ready, and a short while later, we began to invest on my ROTH IRA. I was impressed by his detailed knowledge of all the different diversification approaches, because they're difficult to navigate. Gil takes what most matters to me seriously and along with his associates, they make it all easy to understand. But most importantly, Cerda Muñoz Advisors make it possible to trust that your investments and long term goals are in good hands. read more

Wendy and Karla were very welcoming upon our arrival and immediately offered water and coffee. The lobby area is really clean and they have a keurig machine too (for all the coffee lovers). Gilbert was very helpful and explained any questions my husband and I had, which we had many. He was very professional and we'll be setting up an appointment very soon to discuss other financial and investment planning. I highly recommend this place to anyone, these people really know their stuff. read more

Cerda Munoz Advisors - Investing Near Me - Whittier, California

Finding and Hiring (yes, they work for you!) a trustworthy financial advisor that puts you first and not the commission they are getting on the back end from one of their many vendors is DIFFICULT. I want to share my story on how I found my advisors My first encounter with Cerda Munoz Advisors was at 3rd St Coffee. As I prepared my coffee, their business card was on the wall with the other thousand businesses in Downey. The card caught my attention as it looked like it had a halo logo so I wasn't sure if this was some sort of fellowship or life skills business. Regardless, I decided to do some research and realized they provide advice on managing your wealth. Ironically that same week I got a letter from my previous employer regarding my 401k and immediately I remembered Cerda Munoz Advisors and decided to schedule an appointment to discuss rolling over my 401k. On my initial consultation I met with Gilbert Cerda. Gilbert started the appointment by discussing exactly who they were, how they handle your business (and theirs), and most importantly the fees involved. Needless to say, within the first few minutes I realized how transparent Gilbert Cerda was. Gilbert talked about his family, his goals, Company philosophy and investment strategies. (he doesn't know this but) My ONLY expectation that day was to determine his transparency. Once I felt like I knew exactly what was going on, I began to make room for some Trust. So... I decided to take the information he shared and made a 2nd appointment two weeks later. But.... During that time I went to my primary bank and discussed rolling over my 401k. The appointment was a complete disappointment. I figured the bank representative should be able to provide the same or better information than a small local business. However, the transparency was not present (non-existent). Majority of the appointment was about the bank and never about my goals. Long story longer, I decided to hire Cerda Munoz Advisors for the mere fact that they are Transparent, Knowledgeable, Trustworthy and they made me feel empowered to make my own decisions. I would recommend you visit Cerda Munoz Advisors whether you are a seasoned investor or barely beginning to save for retirement. read more

Gilbert has been a great fit for our family's financial planning needs. He is easy going, friendly, extremely knowledgeable and has really helped guide us and understand the decisions we're making. Some areas he has helped guide us through include 401k investments, life / disability insurance, college savings (529), and learning about the stock market. We know he is looking out for our best interest and takes the time to understand our goals. We look forward to working with him for many more years. Also, another plus, is how amazing the front office staff is. I look forward to Karla's warm welcomes every time I visit. I would recommend them to anyone looking for someone they can trust to manage their personal finances. read more

Even from the first call I felt they are honest and considerate. Knowledgeable and .. speaks in an easy to understand way. Good to find. read more

I have been working with Gilbert Cerda for many years now. CerdaMunoz Advisors has been the best transition I have made with my financial needs. The help Gilbert provides is honest, professional and effective. Their office has a relaxed environment from the moment you walk in; a much comforting feeling I need when dealing with taxes and any financial advise. Gilbert provides the best service while making you feel at home. I am extremely happy to work with CerdaMunoz and look forward to come back each year. I recommend CerdaMunoz for anyone that wants honest professional help. You will not be disappointed. read more

Gilbert and Aaron provide excellent customer service and really pay attention to the entire client experience. I have one less thing to worry about as I know my money is being managed with my best interests in mind. I cannot recommend this firm enough, give them a call today! read more

The Cerda Munoz Firm has been an incredible asset to our personal and business finances. We have been with Gilbert for almost a year now after being referred by a friend and what a difference he has made in our lives through his knowledge, professionalism, and advocacy. He has helped us organize and restructure our 401k, work benefits, and life insurance to name a few. He's also impacted our business greatly with his proficiency in tax planning and business advisement. I can't go without mentioning Karla and her impressive ways to make someone feel as if they are in their own home on arrival. Thank you Gilbert and team for all that you do and keep up to GREAT work. read more

I have personally had the pleasure in working directly with Gilbert Cerda in filing my taxes for a few years now and have been extremely satisfied with the services his office provides. Not only CerdaMuñoz Advisors assist with an IRS audit from a precious year, due to the incomplete tax preparation from a previous tax preparer I religiously went to, but they explain in detail my tax returns and ask all the right questions. I'm confident any new client would be extremely pleased with their services and engage in all other financial services they provide. Thank you again for the excellent experience, time after time. read more

Gilbert and Aaron are great advisors !! Definitely paving the way for my financial goals...highly recommend this financial firm !!!

So glad I met Gilbert, first time I've ever felt like I was being looked out for. Thanks for the solid advise, talking me thru my crazy ideas and your inspiration to go after my dreams. And much love to Aaron for being a person who always knows how to deliver wisdom, priceless. Wendy and Karla run the office like no others, always polite and professional. To a long lasting relationship! read more

I've been using Gilbert's services for close to 3 years now. He's not only been great with financial advice, but he's been almost like family to me. I've recommended him to several people and they too have retained his services over the years. I think what I like the most is the familial level of interaction you get with Cerda Munoz. They don't just want my money, they want me to do well financially. read more

Aaron and Gilbert, thank you so much for always giving very insightful and great financial advice. I truly appreciate your partnership and will not hesitate to refer my friends, family and clients. Thanks again, you and your team are the best! read more

We have been working with Gilbert for years and he is excellent at what he does and Cerda Munoz is a very good company. They are not only very competent but their hearts are in the right place. read more

Gilbert Cerda & Aaron Muñoz, are extremely knowlegeable and trustworthy professionals. Gilbert has been assisting me in managing my wife's and my own retirement accounts and have provided great advise about how to diversify our portfolio so we can be well prepared when it comes time to retire. Their staff is always friendly and pleasant as well. I would highly recommend Cerda Muñoz Advisors to anyone who hasn't started planning for retirement, as well as anyone looking for wealth management services. read more

Absolute perfection and professionalism. Couldn't be happier with the Cerda Muñoz Team! Not only do they help me with my taxes and 401k, but with my overall finances. read more

There is so much I love about this firm. Gilbert and Aaron have handled my modest retirement portfolio for over five years. In that time I've come to know they are knowledgeable and I depend on their sound judgment concerning my funds. They are professional but caring. They have taken the time to get to know me and what and who is important in my life. Their communication is top notch. They maintain a great website and the firm's Facebook page is filled with good, current and very interesting posts. Gilbert has been wonderful and keeping in touch with me during these volatile times in the stock market and keeping me calm! The team is gracious and generous with their time never making me feel like an imposition when I have questions or concerns. And, they respond quickly. I just love that Gilbert and Aaron give back to the community. They participate in career days at local high schools as well as mentoring high school students. I feel so blessed to have found this firm. Thanks to them I am a happy carefree and fulfilled retiree! read more

It will be 11 years in July that I've known these two wonderful professionals. Very knowledgeable and extremely trust worthy. Aaron and Gilbert have been a very important part of all my business/personal financial decisions. With out them it would be extremely difficult to achieve what I have done in the past 11 years. Thank you guys for always doing what's in my best interest. You guys rock! read more