Iván M. Mendoza, CFA, CFP, CLU
MENDOZA PRIVATE WEALTH is committed to helping improve our clients’ financial security, assisting them in achieving their investment goals, and providing them with financial confidence. As a fiduciary, we are obligated to act in the best interests of our clients at all times.
Our clients benefit from our knowledge and experience in the application of leading edge modern financial research to generate highly effective, competitive cost, risk focused, and low tax exposure investment strategies. This approach is designed to provide the highest probability of successful investment outcomes for our clients.
Our clients benefit from our knowledge and experience in the application of leading edge modern financial research to generate highly effective, competitive cost, risk focused, and low tax exposure investment strategies. This approach is designed to provide the highest probability of successful investment outcomes for our clients.
We believe all clients deserve independent and objective advice with institutional caliber investment solutions. The investment advice we provide is always in our clients' best interests.
We work under the philosophy that every client’s situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.
Today's volatile investment climate offers unprecedented opportunities to achieve financial goals. Our mission is to help our clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their current financial status
- A well-defined plan to help achieve financial goals
- Ongoing advice to help adjust their plan in light of changing needs and capital market dynamics
We have the academic credentials, professional designations, and experience to help our clients build their ideal financial future. Our investment philosophy is research driven, evidence based, and real world tested. Our highly disciplined investment process is easily understood, economical and effective.
We are committed to our clients and we define our success by our clients' success. If you have any questions or would like to schedule a meeting to discuss your financial future, call us at 305.503.5133 or e-mail us at ivan@mendozapw.com.