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Best Financial Advisors in Norwalk

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10810 Paramount Blvd. Suite 102, Downey, CA 90241
Downey, CA 90241
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  • Finance Planning

Cerda Munoz Advisors helps individuals, families, retirees, business owners, and medical professionals in Norwalk in organizing their assets. The firm provides fiduciary advice to accomplish better cash flow management or budgeting. Its advisors also develop strategies in saving money for retirement and funding children's college education. In addition, they aid in diversifying investments using low-cost index funds. Co-founder Gilbert Cerda holds a CFP designation. He worked as a financial planner for a regional financial services company before starting Cerda Munoz Advisors.

10810 Paramount Blvd. Suite 102, Downey, CA 90241
Downey, CA 90241

InstagramWebsite(562) 222-4525

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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