Clarity and Confidence for Your Financial Future

Mendoza Private Wealth provides independent fee-only financial planning for successful professionals, business owners and affluent individuals in Miami.

The Passion Behind the Planning

At Mendoza Private Wealth in Miami, FL, we blend extensive experience with top industry credentials to protect, grow, and transfer your wealth.

As fiduciaries, we craft tailored strategies that reflect your unique goals, empowering you to shape your financial future with confidence. Beyond just creating a plan, we offer ongoing support for every aspect of your financial life, helping to enhance your overall financial well-being and that of your loved ones.

My Professional Designations

Comprehensive Wealth Management

Whether you are a successful professional, an affluent family, or a small business owner, we are here to craft customized financial strategies that pave the way for a successful and prosperous retirement. Your journey to financial clarity and confidence starts here.

Your Financial Partner: From Career Success to Family Legacy

Professionals
Affluent Families
Business Owners

Financial Planning Insights

Get updates and actionable info delivered straight to your inbox when you sign up.

This field is for validation purposes and should be left unchanged.

Meet Your Financial Advisor

Iván M. Mendoza, founder of Mendoza Private Wealth, brings over two decades of experience in financial services to guide clients through their financial journeys with confidence. As a first-generation American from a Peruvian family, Iván combines his unique personal background, psychology degree, and extensive professional training to approach financial decision-making with clarity and objectivity. With a deep commitment to understanding each client’s personal “why,” Iván crafts tailored financial plans that align with their unique goals, lifestyle, and aspirations, focusing on protecting, building, and transferring wealth while empowering clients to take control of their financial futures.

The CFA credential is the most respected and recognized investment designation in the world. To obtain the CFA designation, candidates must pass Levels I, II, and III of the CFA Program, accrue the required work experience, and be approved as a regular member. Earning the CFA charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder.

Start Your Path Toward Financial Self-Discovery

Book a Fit Meeting today and let’s explore how we might work together. It’s a no-obligation way to see if we’re the right fit for your financial journey.