Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.
Adriana Mendez-Rugh, CFP, CEPA
Financial Advisor
Most people don't struggle because they lack resources. They struggle because the important parts of their financial lives aren't fully aligned.
After more than 27 years in financial services, Financial Advisor Adriana Mendez-Rugh, CFP®, CEPA®, has observed a common challenge among successful individuals, families, business owners, and executives: important financial decisions are often made across investments, taxes, retirement planning, business interests, estate considerations, and family priorities without a clear framework connecting them together.
To address this challenge, Adriana utilizes Alignment Architecture, a disciplined planning process designed to help clients identify and close the gaps between where they are today and the future they want to create.
Who We Serve
Our clients are often successful people navigating significant opportunities, responsibilities, and financial decisions.
While every client's situation is unique, they often share a common challenge: the decisions shaping their future are increasingly interconnected, yet they are often made in isolation rather than as part of a coordinated strategy.
Business Owners |
Preparing for growth, succession, liquidity events, or the eventual transition of a business. They understand that the most important decisions often extend beyond the business itself and into their family, taxes, retirement, and legacy. |
Corporate Executives |
Managing concentrated stock positions, equity compensation, deferred compensation plans, and retirement decisions. As success creates new opportunities, it also creates new complexities that require thoughtful planning and coordination. |
Affluent Individual and Families |
Seeking greater alignment between investment strategy, tax planning, retirement goals, estate consideration, charitable intentions, and the legacy they hope to leave behind. |
Individuals Navigating Major Life Transitions |
Including retirement, career changes, inheritance, the loss of a loved one, the sale of a business, or other pivotal moments that require important decisions during times of change. |
Wells Fargo Advisors does not provide legal or tax advice.
How We Help
Rather than beginning with products or market forecasts, Adriana begins with the questions she believes matter most:
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What does success look like?
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What priorities are competing for your time, energy, and resources?
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Where are the opportunities, risks, and blind spots?
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How are today's financial decisions supporting tomorrow's goals?
The goal is not simply to create a wealth plan. It is to help ensure that every significant financial decision is aligned with what matters most.
Through Alignment Architecture, clients gain greater clarity, confidence, and control as they navigate the decisions shaping their future. The process helps ensure that wealth, values, goals, and strategy are working together rather than competing against one another.
A Relationship Built on Trust
Adriana's role is not simply to provide recommendations. It is to help clients view their entire financial landscape through a strategic lens so they can make more informed decisions with greater confidence.
Fluent in both English and Spanish, Adriana is known for building trusted relationships grounded in transparency, thoughtful listening, and genuine care. She believes wealth planning is ultimately about aligning resources with purpose so clients can move forward with greater clarity, confidence, and intention.
Beyond the Office
Rooted in faith, family, and lifelong wellness, Adriana and her husband Michael are proud parents of a competitive teenage swimmer and active members of the Trinity University alumni community.
Whether working with clients, participating in endurance events, or supporting causes that matter to her family, Adriana remains committed to helping others make intentional decisions that align their resources with what matters most.
Certificates
CFP, CEPA
Languages
- English
- Spanish
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Our Services
Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.
All investing involves risk, including the possible loss of principal.
