A complete list of active advisors currently associated with Cerda Munoz Advisors, Inc.

Warmer can help you find a great advisor at Cerda Munoz Advisors, Inc. or one who fits your needs even better.

Cerda Munoz Advisors, Inc. works with individual clients, including high‑net‑worth households, to provide discretionary and non‑discretionary portfolio management and comprehensive financial planning. The firm also offers related services such as tax preparation and accounting support, and can assist with implementing life, disability and long‑term care insurance on a needs basis. The firm’s investment approach is grounded in Modern Portfolio Theory and uses diversified allocations across mutual funds, ETFs, stocks, bonds, REITs and cash, with regular monitoring and rebalancing. Cerda Munoz may allocate client assets to unaffiliated professional investment managers to implement portioned strategies and relies on a custodial platform for trade execution and client reporting. Noteworthy features relative to peers include a multi‑hundred‑million dollar asset base supported by a small advisory team and the integration of tax and accounting credentials (including CPA/PFS and enrolled agent capabilities) into its service model. The firm also engages in the sale of insurance and other financial products and acts as a solicitor for third‑party managers; these activities are disclosed in its brochure along with stated conflict‑of‑interest mitigations.

To learn more about the advisors currently working at Cerda Munoz Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.