Xavier Mendoza
Wealth Advisor at Octavia Wealth Advisors
- Role
- Wealth Advisor at Octavia Wealth Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Xavier Mendoza
Xavier Mendoza Jr. serves as a dedicated wealth advisor at Octavia Wealth Advisors, based…
Experience
Wealth Advisor
Dec 2020 — Present · San Diego, CA, US
As a wealth advisor, I provide financial planning services to individual and business clients. My approach includes customized wealth management solutions, risk management strategies, retirement income planning, and wealth preservation techniques.Octavia Wealth Advisors is an independent registered investment advisory firm committed to building lifelong partnerships with individuals, families, and businesses at all income levels. Through a diversified team of experts, the firm provides integrated wealth and risk management as well as retirement, insurance, tax and business, and estate planning. Octavia Wealth Advisors is a registered investment advisor. Octavia Wealth Advisors provides investment advisory and related services for clients nationally. Octavia Wealth Advisors will maintain all applicable registration and licenses as required by the various states in which Octavia Wealth Advisors conducts business. For additional information, please visit our website at https://octaviawa.com/.
Education
Texas McCombs School of Business
Bachelor of Business Administration (BBA)
2006 — 2010
Università Bocconi
International Business Exchange Program
2009 — 2010
The Wharton School
Retirement Planning Specialist Certification
2013
The American College of Financial Services
RICP®
Harvard University
AXA institute Wealth Management Strategies Certification
2014
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