Aaron
Munoz
Cerda Munoz Advisors, Inc
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About this Advisor
Aaron Munoz is a financial advisor based in Whittier, California, working with Cerda Munoz Advisors, Inc. Aaron has previously held positions at Cerda Wealth Management and Cerda Munoz Advisors, Inc. Aaron has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Aaron is part of Cerda Munoz Advisors, Inc, which operates out of Whittier, California. The firm has 1 office and 7 employees. The firm manages assets totaling $167.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cerda Munoz Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cerda Munoz Advisors, Inc Brokerage Details
$167,800,791
7
808
$207,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Aaron Munoz Work History
Cerda Wealth Management
Cerda Munoz Advisors, Inc
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
Whittier, CA
Whittier, CA
Los Angeles, CA
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