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Bank / Wealth / TrustRIA · CRD 170784SEC-Registered

Updated:

Cerda Munoz Advisors

Cerda Munoz Advisors was established in 2013 as a US-based wealth manager. The firm delivers investment management, financial planning, and tax planning...

Overview

Cerda Munoz Advisors was established in 2013 as a US-based wealth manager. The firm delivers investment management, financial planning, and tax planning services. No additional offices, team size, or recent activity details appear in available records.

General information

Firm type

Bank / Wealth / Trust

Year founded

2013

Location

Region

North America

Country

United States

City

Whittier

Corporate office

Whittier, United States

Frequently asked questions

What services does Cerda Munoz Advisors provide?

The firm offers investment management, financial planning, and tax planning.

Which clients does Cerda Munoz Advisors advise?

It advises individuals, pension plans, trusts, and business entities.

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