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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 credential with five years of industry experience. He has worked at Mraz, Amerine & Associates, Inc. since 2020 and was previously employed by Conterra Wine Co., LLC for nine years. Mraz and Associates provides financial planning, consulting, and discretionary investment management services to individuals, retirement plans, and institutional clients. The firm manages nearly $1 billion in assets with a value-oriented investment approach that integrates fundamental, technical, and cyclical analysis.

Annuities Tax-loss harvesting Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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David M

Series 63, Series 65

Modesto, CA

Mraz and Associates

David Mraz is a financial advisor at Mraz and Associates in Modesto, CA, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Concert Wealth Management before joining his current firm, where he has been since 2011. Mraz and Associates is a five-advisor team managing nearly $1 billion in discretionary assets, providing financial planning, consulting, and investment management to individuals, retirement plans, and institutional clients. The firm employs a disciplined, value-oriented investment process that incorporates fundamental, technical, and cyclical analysis, and offers services including participant education and ERISA fiduciary roles.

Annuities Tax-loss harvesting Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Angela G

Series 65

Modesto, CA

Mraz and Associates

Angela Gomez Guerrero is a financial advisor at Mraz and Associates with a Series 65 designation and one year of industry experience. Prior to joining Mraz and Associates, she held various roles including positions at the University of California - Davis and retail companies. Mraz and Associates provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, and other institutional clients. The firm employs a disciplined, value-oriented investment process combining fundamental, technical, and cyclical analysis, managing nearly $1 billion in assets with a small team of five advisors.

Annuities Tax-loss harvesting Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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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 the Series 65 designation and has been with Mraz, Amerine & Associates, Inc. since 2014. Mraz and Associates provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as retirement plans and other institutional entities. The firm follows a disciplined, value-oriented investment approach that integrates fundamental, technical, and cyclical analysis, managing nearly $1 billion in discretionary assets through a small team of five advisors.

Annuities Tax-loss harvesting Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Deidre M

Series 63, Series 65

Modesto, CA

Mraz and Associates

Deidre Mraz is a financial advisor at Mraz and Associates in Modesto, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. Her prior roles include positions at Concert Wealth Management, Inc. and Morgan Stanley & Co. LLC. She has been with her current firm, previously known as Mraz, Amrine & Associates, for 15 years. Mraz and Associates provides financial planning, consulting, and discretionary investment management services to individuals, retirement plans, and institutional clients. The firm employs a disciplined, value-oriented investment process that integrates fundamental, technical, and cyclical analysis, managing nearly $1 billion in assets with a small team of five advisors.

Annuities Tax-loss harvesting Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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