Aaron
Munoz

Cerda Munoz Advisors, Inc

CRD#2706327
Investment Advisor
in Whittier, CA

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About this Advisor

Aaron Munoz is a certified financial planner operating out of Whittier, California with 9 years of industry experience. Munoz works at Cerda Munoz Advisors, Inc. Over the course of their career, Munoz has held roles at Cerda Wealth Management and Cerda Munoz Advisors, Inc. Munoz has a Series 63 license, certifying them as a securities representative, and is able to operate in California. Cerda Munoz Advisors, Inc is a registered investment firm that has its headquarters in Whittier, CA. The investment advisory business has a total of seven financial advisors. It controls $152 million in assets among its 793 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 793 accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Cerda Munoz Advisors, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7720 Painter Ave Suite A
Whittier, CA 90602

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Cerda Munoz Advisors, Inc Brokerage Details

Total Assets Under Management

$152,196,508

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

793

CA Average: 3,727
Average Account Size

$191,925

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Aaron Munoz Work History

Aaron has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Cerda Wealth Management

2013 - Present (11 years)

Cerda Munoz Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aaron Munoz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cerda Munoz Advisors, Inc

Aaron Munoz
Whittier, CA
Hilberto Cerda
Whittier, CA
William Torres
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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