Mraz and Associates

Christopher Mraz is a financial advisor at Mraz and Associates in Modesto, CA, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Mraz, Amerine & Associates, Inc. and Conterra Wine Co., LLC. Mraz and Associates provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, value-oriented investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $785 million in discretionary assets.

David Mraz is a financial advisor at Mraz and Associates in Modesto, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Mraz, Amrine & Associates since 2011. Mraz and Associates provides financial planning, consulting, and discretionary investment management to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, value-oriented investment approach that integrates fundamental, technical, and cyclical analysis across a range of securities and model portfolios, managing approximately $785 million in discretionary assets.

Angela Gomez Guerrero is a Series 65-licensed financial advisor with Mraz and Associates, bringing one year of industry experience. Prior to joining Mraz and Associates, she held various positions including roles at the University of California - Davis and in retail. Mraz and Associates is a six-advisor team that provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, value-oriented investment approach across a range of securities and model portfolios, managing approximately $785 million in discretionary assets.

Benjamin Johnson is a financial advisor with Mraz and Associates in Modesto, CA, holding a Series 65 designation and 11 years of industry experience. He has been with Mraz, Amerine & Associates, Inc. since 2014. Mraz and Associates serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a disciplined, value-oriented investment approach that integrates fundamental, technical, and cyclical analysis across diverse asset types and maintains approximately $785 million in discretionary assets under management.

Deidre Mraz is a financial advisor at Mraz and Associates in Modesto, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has worked with Mraz, Amrine & Associates since 2011 and Concert Wealth Management, Inc. since 2008. Mraz and Associates serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, value-oriented investment approach that integrates fundamental, technical, and cyclical analysis, managing approximately $785 million in discretionary assets across a range of investment vehicles.