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Christopher M
Series 65
Modesto, CA
Mraz and Associates
Christopher Mraz is a financial advisor at Mraz and Associates in Modesto, CA, holding a Series 65 designation and with five years of industry experience. Prior to his current role, he worked at Conterra Wine Co., LLC for nine years. Mraz and Associates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and portfolio management. The firm employs a disciplined, value-oriented investment process with diversified portfolios and manages approximately $917.5 million on a discretionary basis.
David M
Series 63, Series 65
Modesto, CA
Mraz and Associates
David Mraz is a financial advisor with Mraz and Associates in Modesto, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Mraz, Amrine & Associates since 2011, totaling 15 years at the firm. Mraz and Associates provides financial planning, consulting, and portfolio management to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented investment approach combining fundamental, technical, and cyclical analysis, managing approximately $917.5 million on a discretionary basis across a five-advisor team.
Angela G
Series 65
Modesto, CA
Mraz and Associates
Angela Gomez Guerrero is a financial advisor at Mraz and Associates with one year of industry experience. She holds a Series 65 designation and has work experience across multiple sectors, including higher education and retail. Mraz and Associates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $917.5 million on a discretionary basis. The firm employs a disciplined, value-oriented investment process and provides fiduciary services, focusing on diversified portfolios and ongoing client review.
Benjamin J
Series 65
Modesto, CA
Mraz and Associates
Benjamin Johnson is a financial advisor at Mraz and Associates with 11 years of industry experience. He holds a Series 65 designation and has been with Mraz, Amerine & Associates, Inc. since 2014. Mraz and Associates offers financial planning, consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a disciplined, value-oriented investment process and manages approximately $917.5 million on a discretionary basis through a five-advisor team.
Deidre M
Series 63, Series 65
Modesto, CA
Mraz and Associates
Deidre Mraz is a financial advisor at Mraz and Associates in Modesto, CA, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mraz, Amrine & Associates since 2011 and Concert Wealth Management, Inc. since 2008. Mraz and Associates offers financial planning, consulting, and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $917.5 million on a discretionary basis through a disciplined, value-oriented investment process and serves clients using a five-advisor team.
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