We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.
March 2023
Gilbert has been our financial adviser for about 15 years now and we couldn’t be happier. He is extremely knowledgeable and has the patience to answer all our questions and explains everything with such detail. Thank you for your guidance and for providing us excellent service. We wholeheartedly recommend Cerda Munoz... read full comment
March 2023
Great company that helps in all aspects of my personal finances. Would highly recommend to all family and friends. Gilberto is the person that helped and answer all my taxes and financial questions.
CMA helps you develop a financial plan and take control of your finances. Whether you need help creating a budget, saving for retirement, planning for your child's college or anything in between, our team of Certified Financial Planners™ will help you develop a custom-tailored solution that's appropriate for you.
