LeadIQ logo
Learn more at LeadIQ.com
Cerda Munoz Advisors, Inc. logo

Cerda Munoz Advisors, Inc. Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Cerda Munoz Advisors, Inc. is an independent investment advisory firm based in Southern California. Founded in 2013, the firm offers personalized services that cover investment management, financial guidance, and individual tax preparation, tailoring solutions to each client’s needs. Positioned as independent and conflict-of-interest free, the company emphasizes fiduciary duty and operates without ties to banks, brokers, or large Wall Street firms. Its client base includes individuals seeking integrated financial planning and tax preparation guidance, with a focus on prudent decision-making in complex financial situations. The organization functions from a small team setup in El Monte, California, underscoring a localized, client-focused approach within the investment management industry.

Find Cerda Munoz Advisors, Inc. employees' phone numbers or email addresses

Cerda Munoz Advisors, Inc. Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Cerda Munoz Advisors, Inc.'s Leadership

  • Stylized image of a person
    A. M.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Certified Financial Planner
    Phone icon
    Mobile Phone

Cerda Munoz Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Cerda Munoz Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    Jan 21, 2025
  • Stylized image of a person
    A. M.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Cerda Munoz Advisors, Inc. known for?

Minus sign iconPlus sign iconCerda Munoz Advisors, Inc. was founded in 2013 operates in the Investment Management industry. Explore Cerda Munoz Advisors, Inc.'s company overview page for more information.

What is Cerda Munoz Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconCerda Munoz Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cerda Munoz Advisors, Inc. email formats with LeadIQ.

How many employees does Cerda Munoz Advisors, Inc. have currently?

Minus sign iconPlus sign iconCerda Munoz Advisors, Inc. has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cerda Munoz Advisors, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Cerda Munoz Advisors, Inc.'s key employees include:

  • Certified Financial Planner: A. M.
  • Certified Financial Planner: A. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.