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Meet your dream team

Gilbert Cerda, CFP®
Gilbert is the co-founder and lead financial planner at Cerda Munoz Advisors, Inc. He helps clients manage their personal finances through the use of investment, tax, and financial planning strategies.
Prior to starting the firm, Gilbert was a Financial Planner at a regional financial services firm. During his tenure, he helped grow the firm, restructured its operations, and regularly created financial planning strategies for High-Net Worth clients. Prior to that, Gilbert was an Accountant for a Certified Public Accounting firm. Gilbert began his career in the year 2000 when he volunteered for an after school internship program at a financial services firm. He began in the mail room and worked his way up, developing valuable skills along the way. He has extensive experience in the field of tax and investments.
Gilbert received his Bachelor of Science degree from the University of Southern California. He received a Certificate of Financial Planning from Boston University and is a Certified Financial Planner™. He has served as a mentor and on the finance committee of College Bound Today, a non-profit organization that helps high school students prepare for college.

Ashley Monroy, Office Manager
Ashley oversees the firm’s administrative and operational functions, helping ensure that the office runs efficiently and effectively. Her leadership in managing day-to-day office operations helps support both the team and the firm’s commitment to providing to providing a high level of service to clients.
Ashley is currently pursuing her Communication Degree at Pasadena College and will graduate 2023. She joined our Firm in December of 2021.

Natalie A. Guerrero, Financial Analyst
Natalie is a Financial Analyst at Cerda Munoz Advisors. She works in the financial planning division of the firm and is responsible for implementing and following through on all financial planning strategies made by the lead advisor. Through her role, Natalie supports the firm’s commitment to providing thoughtful and personalized financial guidance.
Natalie received her Bachelor of Arts degree in Business Economics from the University of California, Irvine. She joined the firm in June 2020.

Aaron Munoz, CFP®, EA
Aaron is the Co-founder and lead financial advisor at Cerda Munoz Advisors, Inc. He meets with clients and helps them create financial planning strategies so they can achieve their goals. His caring and trustworthy approach makes clients feel at ease when they face a financial problem. Aaron has been in the financial services industry since 1994. He began in the insurance industry at his firm. He was then recruited to join an up and coming financial planning firm where he learned the ins and outs of running a business.
Aaron received his Bachelor of Arts degree from California State University, Los Angeles. He received a Certificate of Financial Planning from the Denver College of Financial Planning and is a Certified Financial Planner and an Enrolled Agent.

Jocelyn Ramirez, Administrative Assistant
Jocelyn is the firm’s first point of contact with new and prospective clients. She supports the firm’s day-to-day operations by assisting the team with administrative coordination, scheduling, and organization of records. Her attention to detail and commitment to keeping the office running efficiently helps create a seamless experience for both the team and clients we serve.
Jocelyn received her Bachelors of Arts Degree in Accounting from California State University, Fullerton. She joined the firm in January of 2026.

Michelle Herrera, Client Service Associate
Michelle works closely with clients and advisors to assist with account servicing, documentation, and day-to-day client requests. Through her role, Michelle helps support a smooth and responsive client experience while assisting the advisory team with operational client needs.
She is currently attending Cerritos College and working on transferring to California State University of Long Beach to pursue an English Degree. Michelle joined our firm in September 2022

Yahir Garcia, Financial Analyst
Yahir works in the investment division of the firm. He assists the advisory team with financial analysis, investment research, and portfolio management to support the firm’s planning and investment strategies. Yahir supports the firm’s goal of providing thoughtful and well-informed investment and financial guidance.
Yahir received his Bachelor of Arts degree from California State University, Fullerton with a concentration in Finance. He joined the firm in January 2022.

Our Providers

We have carefully chosen experts in our industry who share our values and philosophy so we can deliver top tier results and provide you with exceptional service. Below are some (but not all) of the providers we use to implement our recommendations. These leading institutions allow us to offer low-cost, high-quality solutions. Furthermore, they allow us to focus on the most important partner of all - you!