Helping you to experience financial well-being…..

POWER of the MARKET

POWER of the MARKET

Throughout decades of volatility, markets have rewarded long-term investors.

Global stock prices from January 1, 1980- December 31, 2022

Wealth Management

Financial

Planning

Investment

Management

You have goals.

We help you achieve them.

CMA Highlights

Fiduciary Firm

We put your best interest first and offer solutions that are free from conflicts of interest.

Fee-Based

No hidden fees. We are transparent in all aspects of our relationship.

Experience

35+ years of combined experience. Help out 300+ families reach their financial goals.

Diversity and Inclusion

We pride ourselves in helping clients from diverse backgrounds

Our Clients

Medical Professionals

Business Owners

Retirees

Individuals/ Families

Our Mission

Cerda Munoz Advisors exists to help business owners, medical professionals, retirees, and families make smart decisions when facing difficult financial problems. We strive to grow and protect your money so you can achieve financial freedom.

Passing it on

We’re constantly seeking passionate, inquisitive interns with diverse perspectives and backgrounds who want to join our team to learn more about the industry.
-work collaboratively with our department heads
-receive educational training on a variety of topics
-perform routine clerical support functions and assigned projects
This is a part-time paid internship spanning 8 weeks during the summer.
Participation in the internship requires that you can present in person for the duration of the program.
Basic Qualifications include being currently enrolled to pursue a higher education degree. The degree in pursuit must be in relation to office operations.
The application period closes on March 1st (same year as the internship start). To apply, send your resume to the following email address.
natalie@cerdamunoz.com

Follow our journey

Swipe to out the graph on the 3rd picture to see where you lie on the average savings in 401(k) accounts of Americans! #cerdamunozadvisors #401k

Tax season is here, make your appointment today!

Next time you run an errand to the bank with your little one, take the chance to help them understand the incentive behind banks lending money💡 #teachingnewgenerations #financialliteracy #cerdamunozadvisors

S&P 500 explained #cerdamunozadvisors #sandp500 #financefriday

Take note of the difference💡#cerdamunozadvisors #tradingvsinvesting

Let us create a personalized financial plan for you in order to help you achieve your dreams! #cerdamunozadvisors

When you get a Certified Financial Planner, you get the highest standard of excellence!#cerdamunozadvisors #cfp

Teaching them young is key🔑 #cerdamunozadvisors #teachingnewgenerations #opportunitycost

Follow us for more saving & budgeting tips! #cerdamunozadvisors

Here are a few good ones:
• never pay late fees
• max out IRA contributions
• pay off car
• stay away from Target
Comment yours below👇🏽 #cerdamunozadvisors

Thinking of opening an Individual Retirement Account (IRA)?
Here’s a quick overview of the difference between a traditional and roth account.

For more questions contact us at the office to schedule an appointment with one of our financial ad

Counting down 15 days till Christmas!

Have you done your Christmas shopping yet? If you’re seeing this, it’s a sign to stick to a Christmas gift budget🛍

Here’s a tip: Often times, homemade gifts are a lot more meaningful than

#cerdamunozadvisors #financialliteracyforkids

As a friendly courtesy, the office will be closed for the rest of the week.

Normal business hours will return Monday Nov. 30th🌾 Have a safe thanksgiving weekend!

Here a little representation of compound interest on a penny over 30 days • DO NOT underestimate the value of compound interest! Start investing once you make your first penny💸 #cerdamunozadvisors

It’s not work when you love what you do🎖 #cerdamunozadvisors #lovewhatyoudodowhatyoulove #lovedonyelp

#cerdamunozadvisors #financialfridays #creditcarddebt

Striving help and improve every generation, consider this tip to teach your young ones financial literacy💡

Anyone at any age can benefit from a financial planner • swipe right to read just a few benefits of having a financial planner 👉🏼

#cerdamunozadvisors #financialplanning

Please note our office will close early today in honor of Veterans Day

•Today’s hours: 8:30 AM - 1:30 PM

COVID-19 RESPONSE

Cerda Munoz Advisors is responding to concerns about coronavirus and is currently following CDC guidelines. At the moment, we offer both in-person and virtual consultations.