Iván M. Mendoza
is the Managing Principal and a Financial Advisor for Mendoza Private Wealth. With over 20 years of professional experience, he provides investment and wealth planning advice to individuals and families, and to their respective trusts, estates, foundations, endowments and pension plans, on matters that include tax and estate planning, multigenerational asset allocation, retirement planning, and the sale of closely held businesses.
Prior to establishing the firm in 2016, Iván was a Vice President and Financial Advisor at Bernstein Private Wealth Management. Prior to 2012 he was a Wealth Management Consultant with Phoenix Wealth Management where he trained and developed financial advisors. Ivan began his financial services career with Prudential Financial where he was most recently a Manager of Financial Services and Registered Principal responsible for recruiting, training and developing a team of investment professionals. Prior to being promoted into management he received an outstanding achievement award for his first year as a Financial Services Associate.
Iván currently lives in Miami, Florida with his wife Ana and their two children. In his spare time he loves to travel and try new restaurants. He is a first generation American and a native Spanish speaker of Peruvian heritage. Education:
Iván received his BA in psychology from Florida International University with honors and an MBA from the University of Florida.
He holds the Chartered Financial Analyst® designation (CFA®), the Certified Financial Planner designation (CFP®), the Chartered Financial Consultant designation (ChFC), the Chartered Life Underwriter designation (CLU), and a Certification in Long Term Care (CLTC).
Ivan currently holds the following securities registrations, Series 7, 24, 31, & 66. He is also insurance licensed in the state of Florida for Life, Health and Variable Annuities.Community and Memberships:
Iván sits on the board of directors of the Alumni Association of Miami Country Day School in Miami Shores, Florida.
He is a member of the Miami branches of the Society of Trust and Estate Practitioners (STEP) and the CFA Society.Capabilities:
- Asset-allocation advice
- Risk management
- Tax planning strategies
- Retirement planning
- Multigenerational wealth planning
- Philanthropic planning
- Planning for the sale of a business
- Single stock and stock options planning
- Pension solutions
- Foundations and endowments
- Investment solutions for corporate executives