Eric Zurbrugg believes that understanding the “why” will best inform the “how” when building investment plans for clients. He helps clients explore their underlying motivators as part of his qualitative approach. Eric provides customized investment and life plans for clients to ensure that their wealth is managed, protected, and transitioned with care.

Eric began his career in financial services at Wells Fargo Bank as a personal banker. After managing branch locations in Santa Monica and Marina Del Rey, he became a private banker and later transitioned to Wells Fargo Advisors in 2017 as a financial advisor. Eric completed his B.A. in Business at the University of Southern California and earned his Certified Financial Planner (CFP®) from UCLA.

Eric serves as Co-Chair of the USC Economics Leadership Council, which provides career guidance to students and alumnae, as well as hosts networking events with thought leaders in the economics industry. Eric resides in Playa del Rey with his wife, son, and daughter. Away from the office, he enjoys hiking, golfing, skiing, and coaching AYSO soccer.

CA Insurance License #0E87748.  Resident State: CA.

Mario Colace supports IFC’s internal business management, which includes coordinating internal team meetings. He improves workflow by ensuring IFC advisors and client associates work in concert.

Mario previously served as the Business Development Associate for The Law Offices of Patrick J. Burns and Advanced Regulatory Compliance. He leverages his prior experience in project coordination, technology demonstrations, and back office operations to enhance IFC’s internal processes.

Mario earned his B.A. from Loyola Marymount University in 2019. He is a Massachusetts native and thus enjoys watching any of the Boston sports teams in his free time. He is also an avid reader and writer, and enjoys practicing guitar and watching movies.

Marco Mendoza, Private Wealth Financial Advisor, has more than 25 years of experience in the financial services industry. Marco works with clients to design and implement customized wealth and investment plans with a focus on strategic and tactical portfolio asset allocation, risk management, and managed money strategies. He specializes in providing corporate executive services, including strategies for concentrated positions, hedging strategies, 10b5-1 plans and employee benefit packages. Marco also has a background in implementing insurance strategies to help solve issues pertaining to long-term care, tax-efficient investing, and estate preservation.  

Background and Experience
Prior to joining Wells Fargo Advisors, Marco was a Senior Consultant at Accenture with the Financial Services team in Los Angeles. He worked with financial services companies to implement strategies to improve productivity and reduce costs. He also worked in the Risk Management Group at Barclays Global Investors in San Francisco, where he was responsible for designing the due diligence processes used to manage the firm’s total assets under management. Marco began his career at Wells Fargo Advisors in the Palo Alto, CA office in the heart of the Silicon Valley. He continues to work with tech, venture capital, and corporate executives to help them meet their goals with pre-transaction wealth transfer strategies while offsetting concentrated stock risk.

In 2020,2021, 2022 & 2023, Marco was named as one of Forbes’ Best-In-State Wealth Advisors* list. Marco earned his BA in Business Economics from UCLA and his MBA from U.C. Berkeley’s Haas School of Business. He previously served as an officer of the Los Angeles Alumni Chapter of the Berkeley-Haas School of Business.

Away from the Office
Marco serves as a Board Member for the Fulfillment Fund in Los Angeles, which helps to make college a reality for students growing up in economically under-resourced communities. He is also actively involved in the Peninsula Education Foundation, which raises funds for the Palos Verdes Peninsula Unified School District to assure continued excellence in local public schools. Marco currently resides in the South Bay area of Los Angeles with his wife and two children.

CA Insurance License #oC55711.  Resident State CA.

Kennedy Reardon takes time to listen and learn in order to build trust with each client. He takes great care in researching and presenting the best internal solutions to effectuate clients’ needs. Kennedy conducts new client onboarding and oversees the administration of ultra-high-net-worth client accounts. His day-to-day responsibilities include interfacing with clients, facilitating money movements, and maintaining client accounts.

Kennedy joined the team after spending two years in the Financial Advisory Development Program at Merrill Lynch. He holds his FINRA Series 7 and 66 registrations, a California Insurance license and earned a B.A. from the University of California, Santa Barbara.

Kennedy has long loved the ocean and has donated much of his time to organizations such as the Las Olas Foundation and Project Save Our Surf. Away from the office, Kennedy enjoys surfing, golfing, reading and spending time with friends and family.