Gilbert is the co-founder and lead financial planner at Cerda Munoz Advisors, Inc. He helps clients manage their personal finances through the use of investment, tax, and financial planning strategies.
Prior to starting the firm, Gilbert was a Financial Planner at a regional financial services firm. During his tenure, he helped grow the firm, restructured its operations, and regularly created financial planning strategies for High-Net Worth clients. Prior to that, Gilbert was an Accountant for a Certified Public Accounting firm. Gilbert began his career in the year 2000 when he volunteered for an after school internship program at a financial services firm. He began in the mail room and worked his way up, developing valuable skills along the way. He has extensive experience in the field of tax and investments.
Gilbert received his Bachelor of Science degree from the University of Southern California. He received a Certificate of Financial Planning from Boston University and is a Certified Financial Planner™. He has served as a mentor and on the finance committee of College Bound Today, a non-profit organization that helps high school students prepare for college.
Aaron is the Co-founder and lead financial advisor at Cerda Munoz Advisors, Inc. He meets with clients and helps them create financial planning strategies so they can achieve their goals. His caring and trustworthy approach makes clients feel at ease when they face a financial problem. Aaron has been in the financial services industry since 1994. He began in the insurance industry at his firm. He was then recruited to join an up and coming financial planning firm where he learned the ins and outs of running a business.
Aaron received his Bachelor of Arts degree from California State University, Los Angeles. He received a Certificate of Financial Planning from the Denver College of Financial Planning and is a Certified Financial Planner and an Enrolled Agent.
Wendy is a financial associate at Cerda Munoz Advisors, Inc. She works in the tax and investment division of the firm and is responsible for implementing and following through on all tax and investment strategies made by the lead advisor. She joined the firm in December 2015.
Prior to joining the firm, Wendy was in the finance and accounting department of the Hudson Group D.C. She was responsible for financial forecasting, processing invoices, and reconciling the firm's accounts receivable.
Wendy received her Bachelor of Science degree from California State University, Dominguez Hills. She holds a tax preparer certificate.
Natalie is a Financial Analyst at Cerda Munoz Advisors. She works in the financial planning division of the firm and is responsible for implementing and following through on all financial planning strategies made by the lead advisor. She joined the firm in June 2020.
Natalie received her Bachelor of Arts degree in Business Economics from the University of California, Irvine.
Michelle Herrera is our receptionist here at Cerda Munoz Financial Advisors. Michelle’s duties here at the office include serving as our client’s first point of contact while offering administrative support across the organization. Michelle joined our firm in late September 2022.
Michelle is currently attending Cerritos College and working on transferring to California State University of Long Beach to pursue an English Degree.
Yahir is an Administrative Associate at Cerda Munoz Advisors, Inc. He works performing many vital duties to ensure that the office runs smoothly and its professionals are supported. He joined the firm in January 2022.
Yahir is currently pursuing his Business Degree at Cal State Fullerton and will graduate 2025.
Ashley is our Administrative Assistant here at Cerda Munoz Advisors. She works in the front performing many vital duties to ensure that the office runs smoothly and its professionals are supported. Ashley is currently pursuing her Communication Degree at Pasadena College and will graduate 2023.
We have carefully chosen experts in our industry who share our values and philosophy so we can deliver top tier results and provide you with exceptional service. Below are some (but not all) of the providers we use to implement our recommendations. These leading institutions allow us to offer low-cost, high-quality solutions. Furthermore, they allow us to focus on the most important partner of all - you!
