Cerda Munoz Advisors
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
10810 Paramount Blvd Ste 102, Downey, Ca...Phone Number
(562) 222-4525Website
www.cerdamunoz.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
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1
About Cerda Munoz Advisors
Cerda Munoz Advisors, Inc. is a fiduciary financial advisory firm based in Whittier, specializing in wealth management, financial planning, and investment management. With over 35 years of combined experience, they focus on helping medical professionals, business owners, retirees, and families achieve their financial goals while ensuring transparency and conflict-free solutions. The firm is committed to diversity and inclusion, serving clients from various backgrounds. Their mission is to assist clients in making informed financial decisions to attain financial freedom.Explore more
Cerda Munoz Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Cerda Munoz Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cerda Munoz Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cerda Munoz Advisors.
Cerda Munoz Advisors Tech Stack
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Cerda Munoz Advisors, Inc. is a fiduciary financial advisory firm based in Whittier, specializing in wealth management, financial planning, and investment management. With over 35 years of combined experience, they focus on helping medical professionals, business owners, retirees, and families achieve their financial goals while ensuring transparen... Read More
