Gilbert Cerda Email & Phone Number
Certified Financial Planner™ @ Cerda Munoz Advisors, Inc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Gilbert Cerda Location
- Whittier, CA, US
Gilbert Cerda Work
- 2013 -now Certified Financial Planner™ @
- 2004 -2013 Certified Financial Planner™ @ Louis Barajas, Wealth Planning
- 2008 -2008 Teaching Assistant @
- 2004 -2008 Financial Advisor @
- 2001 -2004 Staff Accountant @
Gilbert Cerda Education
- University of Southern California
B.S (Finance)
- Boston University
Certificate (Financial Planning)
Gilbert Cerda Skills
- Bilingual-Spanish
- Financial Planning
- Investments
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Income Tax
- Cash Management
- Accounting
- Cash Flow
- Budget
- Wealth Management Services
- Budgets
- Financial Planners
- Estate Planning
- Retirement
- Financial Advisory
- Asset Allocation
- Investment Advisory
- Banking
- Series 7
- Mutual Funds
- Investment Strategies
- Finance
- Investment Management
- Asset Management
- Valuation
- Portfolio Management
- Tax
- Financial Analysis
- Personal Financial Planning
- Financial Modeling
- Analysis
- Insurance
- Financial Services
- Series 63
- Securities
- Bloomberg
- ETFs
- Corporate Finance
Gilbert Cerda Summary
- Gilbert Cerda, based in Whittier, CA, US, is currently a Certified Financial Planner™ at Cerda Munoz Advisors, Inc.. Gilbert Cerda brings experience from previous roles at Louis Barajas, Wealth Planning, University of Southern California: Julia Gardner Plotts, FSC Securities and Bill Torres & Company, Inc. Gilbert Cerda holds a B.S in Finance @ University of Southern California. With a robust skill set that includes Bilingual-Spanish, Financial Planning, Investments, Wealth Management, Strategic Financial Planning and more. Gilbert Cerda has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Gilbert Cerda?
Find contact details for 700 million professionals.
Others Named Gilbert Cerda
Alfredo Gil Cerda
Accounts Receivable Coordinator
San Luis Potosí, S.L.P., MX
Wilber Cerda
Department Manager
Fort Lauderdale, FL, US
Gilbert Cerda
Registered Respiratory Therapist Supervisor
Los Angeles, CA, US
Gilbert Cerda
Family Nurse Practitioner
Palm Desert, CA, US
Gilbert Cerda
Managing Director
Riverside, CA, US
Top Cerda Munoz Advisors, Inc. Employees
Aaron Munoz
Certified Financial Planner(tm)
Whittier, CA, US
Karla Richkarday
Office Manager
Downey, CA, US
Gilbert Cerda
Certified Financial Planner™
Whittier, CA, US
Natalie Anne Guerrero
Financial Analyst
Pico Rivera, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co