Our Core Principles

Iván Mendoza adheres to a strict, personal set of principles that help guide his work and the relationships he’s established with his clients and their families.

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What’s best for the client
is what’s best for everyone.

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We strive for excellence,
not perfection.
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The way you do anything is the
way you do everything.
Long-Term Thinking .png

Make short-term sacrifices
for long-term success.

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Deliver more value
with less cost.
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Position portfolios for market corrections before they happen.
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All costs and risks
must be discussed.
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Life is never as good as it
seems or as bad as it seems.
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Ask why and hold nothing
sacred in pursuit of the truth.

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.

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