Iván M. Mendoza
Serving High Income Professionals | MendozaPrivateWealth.com | Investment Advice | 401K | Cash Balance Defined Benefit Retirement Plan | Business Exit | Trust & Estate | Inheritance | Divorce Settlement | Tax Mitigation
- Role
- Managing Principal, Financial Advisor at Mendoza Private Wealth
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Iván M. Mendoza
Iván M. Mendoza, CFA, CFP®, CLU, ChFC, CLTC, CDFA, is the founder and Managing Principal…
Experience
Managing Principal, Financial Advisor
Apr 2016 — Present · Miami, TX, US
As the Managing Principal, I am responsible for providing investment and wealth planning advice to individuals and families, their trusts, estates, foundations, endowments and pension plans.I provide counsel to clients and their professional advisors on a variety of topics:• Asset-allocation advice• Risk management• Tax planning strategies• Retirement planning• Multi-generational wealth planning• Philanthropic planning• Planning for the sale of a business• Single stock and stock options planning• Retirement Plan and Pension solutions• Foundations and endowments• Investment solutions for corporate executivesIt’s my attention to detail regarding the needs and desires of you and your family that sets me apart. By aligning your strategy with your goals, I can help you find a clear path to a financially successful future.
Education
Florida International University
Bachelor of Arts - BA, Psychology
University of Florida
MBA - Master of Business Administration
2004 — 2006
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