Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Munoz is a Certified Financial Planner® professional with over 20 years of experience in the financial services industry. Aaron currently works at Cerda Munoz Advisors, Inc., an investment advisory firm based in Whittier, California. Aaron's areas of expertise include financial planning, portfolio management, and selection of other advisors. Aaron is also a tax preparer for Cerda Munoz Advisors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Cerda Munoz Advisors, Inc. (WHITTIER CA)
CA
11/05/1996 - 11/30/2009
FSC SECURITIES CORPORATION (SANTA FE SPRINGS CA)
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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