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 the operations and regularly creating 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's 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. 

Aaron Munoz, CFP®, EA 

Aaron is the co-founder and lead financial planner 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 trustworthiness 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 and was a top producer 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's of Arts degree from the 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

Karla Richkarday, Office Manager

Karla is the office manager at Cerda Munoz Advisors, Inc. She joined the firm in January 2014 and is responsible for ensuring that the office runs smooth and efficient, from the day-to-day administration to organizing meetings to welcoming clients. 

Prior to joining the firm, Karla spent more than a decade in the food services and real estate industries. She held several administrative and management positions. Those positions helped her develop her customer service skills. Karla holds a tax preparer certificate.  

 

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Wendy Cano, Financial Associate

Wendy is a financial associate at Cerda Munoz Advisors, Inc. She is responsible for implementing and following through on all recommendations made by the lead financial advisor to their                                           clients, from investment strategies to tax and financial planning                                       strategies. She joined the firm in December 2015.

                        Prior to joining the firm, Wendy was in the finance and accounting                                   department of the Hudson Group D.C. She was responsible for financial                         forecasting, processing invoices and reconciling the firm's accounts                               receivable.  

                        Wendy received her Bachelor's of Science degree from the California                             State University, Dominguez Hills. She holds a tax preparer certificate.