You Are the Reason We Love this Job

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For many people, their family and their health are the most important things in their lives. The same goes for us, and the work we do every day influences those things for our clients – many of which we have built long-term relationships with. That’s why Iván Mendoza became a Financial Advisor.

Because he’s able to care holistically for their financial lives, his clients have more time to focus on the things they care most deeply about. Through pre- and post-retirement planning, wealth transfer/legacy strategies, businesses being sold, charities gaining support, rare financial windfalls taking place, liquidity events, and life-changing circumstances… Iván is there to guide his clients.

In his role, Iván also strives to simplify complicated ideas so that his clients can understand what they’re up against. Because he knows the right questions to ask and he knows how to listen for the important aspects of the answers, he doesn’t just solve the problem – he finds the best possible solution.

Iván’s clients appreciate this level of dedication, and he’s proud to serve them as such. Get in touch with Iván today to discuss the challenges you’re facing and the ways in which he can lend his experience and guidance.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (DE, FL, MA, NY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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