At Mendoza Private Wealth, Iván M. Mendoza leverages his extensive experience, passion for financial clarity, and dedication to achieving top industry credentials to guide clients through their financial journeys with confidence. As the first in his multi-generational Peruvian family to be born in the U.S., Iván, along with his wife, Ana, instills a strong sense of family and cultural values in their home as they raise their two boys.
Iván’s upbringing by his young single mother, coupled with his psychology degree and extensive professional training, equips him with a unique ability to approach financial decision-making with clarity and objectivity. By cutting through emotional biases, he consistently delivers more effective and impactful results for his clients. Since starting his career in financial services in 1999, Iván has focused on helping high-income professionals, small business owners, and affluent families pursue financial clarity, with a particular emphasis on pre-retirement and retirement planning.
With a unique focus on serving legal and medical professionals, Iván simplifies the complexities of their financial situations by crafting tailored financial plans. Based in Miami and working with clients throughout South Florida, he is deeply committed as a fiduciary to helping clients reach their most critical financial goals, providing education and guidance to build their confidence and patience regarding the markets. Iván’s mission is to assist clients in protecting, building, and transferring their wealth while empowering them to take control of their financial futures.
The way you do anything, is the way you do everything.
Make short-term sacrifices for long-term success.
All costs and risks must be discussed.
Ask why and hold nothing sacred in pursuit of the truth.
We strive for excellence, not perfection.
Position portfolios for market corrections before they happen.
Deliver more value with less cost.
Life is never as good as it seems or as bad as it seems.
“What stand in the way, become the way.” —Marcus Aurelius
Our approach revolves around understanding not just the “how” of financial planning, but also the “why.” From our very first meeting, we focus on learning what truly matters to you. Once your personal goals are clear, we create a customized financial plan tailored to your unique needs, lifestyle, and aspirations.
We’re committed to offering guidance beyond just the initial plan, supporting all aspects of your financial life. Our aim is to help improve your financial well-being, positively impacting both you and your loved ones.
To bring the most value to our clients, we focus on working with individuals who have a minimum of $1 million in investable assets and are seeking comprehensive financial planning and investment management for their entire portfolio. We do not offer one-time or project-based services, as we believe in a holistic, ongoing approach to managing your financial future.
As a fee-only financial advisory firm, we prioritize transparency in all elements of our services, including our fee structure. Our compensation is directly tied to the trust our clients place in us to manage some or all of their liquid assets. We operate on a straightforward fee model, charging a percentage based on the assets under our management. This fee is assessed quarterly, in advance, offering clarity and predictability. Additionally, as the size of the assets we manage increases, the fee percentage decreases, reflecting the value of our ongoing relationship with each client.
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.
© 2024 Mendoza Private Wealth. All Rights Reserved.
Website designed by Indigo Marketing Agency.
