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April 2024 by Alisa Cota
This was my first time paying for a financial planning service and feel like the services was not worth the cost. I was a client for about a year and a half and feel because I was fairly new on my financial planning journey Gilbert wasn’t a good fit, maybe for other clients but not if you are just starting off.
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October 2023 by Deisy Flores
Love working with them great financial planning.
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September 2023 by Mary Ann S.
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.
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May 2023 by Albert Valdez
Cerda Munoz has been the jewel of my financial world for the last 10 years, the staff is very welcoming and professional. From the start Gilbert has always been impressed with his expertise, understanding and the ability to explain complex financial matters. I have such trust for Cerda Munoz Advisors, Inc have introduced family, friends, colleagues and anyone who is in needs of a stout reliable financial advisor that will help you grow for the future. Thank You for all you've done
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April 2023 by Angelica Zamora
Thank you so much Cerda Munoz Advisors! Gilbert Cerda has been our primary advisor/tax filing expert since 2018. He handles all my personal and business financial matters. I want to thank him for guiding and educating me on how to properly manage my business. Thank you for going above and beyond to answer all the million questions I had.Shout out to the staff for their friendliness and professionalism. No matter how busy they get they are always very responsive. Thank you so much for all your hard work and dedication and making sure we receive the best service. You guys' ROCK!Highly recommended!!!
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March 2023 by Carlos Diaz
I have been working with Gilbert for the past 7 years. He was with me during my transition from a 9-5 to establishing my business full time. As a business owner Gilbert has provided me, my business, and my family with incredible value not only with legal tax services, but with wealth management for my family and my business. You need a team of professionals by your side and Cerda Muñoz Advisors has been my choice for wealth management. If you are looking for a knowledgeable, professional and caring team I highly recommend them for all your wealth management needs.
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March 2023 by Jessica Lara
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 Advisers.
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March 2023 by Moises Villafana
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.
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February 2022 by Chris L.
I have been a client of Cerda Munoz for several years. Aaron Munoz has been my primary advisor. He is unfailingly patient, knowledgeable and excellent in communication both with phone and emails. I have never felt like I was being rushed. Additionally the office staff is pleasant and welcoming. I highly recommend Cerda Munoz for financial advisement. Its a tremendous relief to know I can trust them.
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May 2021 by Adriana R.
First impression is awesome but just ended up going back to my previous financial planner and tax preparer this year for x reasons I don't want to elaborate on
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May 2021 by Suzie Olguin
As always Cerdo Munoz Advisors make whatever task you bring to them a very enjoyable and positive experience. Aaron is always prompt and professional when answering any question or concerns. The staff in the office are so friendly they make you feel like family. Can't ask for a better place to trust with my finances.
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May 2021 by Manuel Rodriguez
Last year I went from a W2 employee to 1099, it was a uncertain move at first, but Gilbert help understand the differences in taxes and more importantly how to save on taxes. Gilbert recommended I look into incorporating and putting myself on payroll. I did incorporate and have not looked back ever since. I enjoy having Gilbert and Aaron as my financial planners.
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May 2021 by Morris G. Vides
The people at Cerda Munoz Advisors always make me feel valued and welcomed. The entire staff is very nice and attentive. I've been coming here fore 6 years now.[
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May 2021 by Aristeo Andrade
Great customer service and friendly environment.
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May 2021 by Fausto Castaneda
(Translated by Google) They did not want to take care of me(Original)No me quisieron atender
