For years, I managed my wife’s and my investments. But at some point, it became clear that we needed professional guidance. I just didn’t have the time, expertise, or experience to do the job properly.
Ivan Mendoza was recommended to us by our attorney. And since we respected her and her advice, we agreed to meet him. The number one reason we decided to work with Ivan was TRUST. After discussing our situation and goals, his knowledge and expertise were apparent. But more important, he listened. He tried to understand us and our needs. And he impressed us as someone of the highest integrity.
But the most important thing Ivan does for us is help us sleep at night. Thanks to that expertise and that trust, after more than a decade of working with Ivan, we feel secure knowing that our assets are being managed professionally and in line with our objectives.
While we have not had the opportunity to refer Ivan yet, we would without hesitation. I can’t think of a better, more important thing I could do for a family member or friend.
The bottom line is, working with Ivan, we know that our assets are being managed by the best possible person for our needs and our personalities. And that is priceless.
After my mother passed away in 2023, my sister and I inherited 22 different financial accounts. It was overwhelming, and some of the institutions required a Medallion Signature Guarantee, which turned out to be surprisingly difficult to obtain. I was referred to Mendoza Wealth by a Wells Fargo phone agent who thought Ivan might be able to help. While he couldn’t provide the signature himself, he took the time to offer helpful advice—and that conversation stuck with me.
A couple of months later, I realized I needed more than just help with paperwork—I needed guidance. I had all these accounts and no real plan for how to consolidate or invest them for retirement. I remembered how thoughtful and resourceful Ivan had been, even when I wasn’t his client, and decided to reach back out.
What really set Ivan apart was his willingness to help without expecting anything in return. Out of all the advisors I spoke with—across six different financial institutions—he was one of only two who followed up. He didn’t just hand me a brochure or rush me off the phone. He asked questions, listened, and offered clear suggestions. That level of care made my decision easy.
Since becoming a client, Ivan has helped me consolidate everything and invest in a portfolio tailored specifically to my needs. I can’t imagine trying to do it all alone—it would’ve been a nightmare. Ivan made the process efficient and thorough, and I know nothing was missed.
The greatest benefit of working with Ivan? Peace of mind. He keeps me informed, answers my questions quickly (even the big-picture ones about market trends), and gives me confidence that I’m moving forward with a thoughtful strategy. I’ve even talked to my daughter about working with him when she’s ready.
If a friend needed a financial advisor, I wouldn’t hesitate to recommend Ivan. He’s exactly the kind of person you want in your corner as you navigate your financial life.
I started looking for a financial advisor back in 2020, right in the middle of COVID. I spoke with a few people, but Ivan stood out immediately—he came across as incredibly smart, low-pressure, trustworthy, and, most importantly, a really good listener.
One of the most impactful ways he’s helped me was coaching me through a complex insurance issue that ultimately resulted in a $1 million settlement in my favor. That alone was huge, but what’s kept me working with Ivan is the bigger picture—he’s not just focused on investment performance or his fees, he’s focused on my future, and on creating long-term security for my family.
Another major benefit has been the way he’s helped bring my wife and me together around our financial plan. It’s such a relief to have someone we both trust who can help align our goals and make sure we’re on the same page.
I haven’t recommended Ivan yet—but I need to. His long-term view and thoughtful approach make a real difference.
After moving to Florida from New York in 2011, my husband and I realized a few years later that we could benefit from professional financial guidance. We asked our attorney for a recommendation, and Ivan Mendoza came highly recommended.
From our very first meeting, we were impressed by Ivan’s professionalism, depth of knowledge, and overall demeanor. He immediately made us feel comfortable and confident in the direction we were heading.
Our main goal was to diversify our holdings and make sure our investments were being managed wisely—without us losing sleep at night. Ivan delivered exactly that. Not only did he help us create a balanced portfolio with desirable results, but he also took the time to review our spending habits and offer thoughtful recommendations to support our long-term financial well-being.
We haven’t yet referred anyone to Ivan, but I hope this testimonial encourages others to consider working with him. He’s been a steady, trustworthy partner throughout our financial journey.
I started working with Ivan over 10 years ago, and from the very beginning, I knew I was in good hands. I already had a professional relationship with him and have always been impressed by his knowledge, professionalism, and willingness to help. There was a level of trust and comfort that had been built over the years, so when I needed financial guidance, I didn’t hesitate for a second.
Ivan has helped me organize my finances, build a solid budget, and steadily grow my net worth. Beyond the numbers, what I value most is the peace of mind I get from working with him. I can bring up any concern or ask any question—big or small—and Ivan always makes me feel heard and respected. He’s kind, patient, realistic, and incredibly encouraging.
I’ve recommended Ivan and Mendoza Private Wealth to many people, including close friends and family. Their team is professional, organized, and incredibly knowledgeable. My portfolio is thoughtfully aligned with my risk tolerance, and I’m very pleased with its performance.
Working with Ivan has brought clarity, confidence, and a real sense of calm to my financial life.
Before working with Iván, I felt like I was just losing money and getting nowhere with my previous advisor. I needed someone who would really look out for me, and Iván was that person. I chose him not only because of a personal connection through my son but because, from our very first conversation, I could tell he genuinely cared. He explains things clearly, always takes my calls, and gives me excellent advice—even on financial matters he doesn’t directly manage.
Iván helped me figure out exactly where to put my money and guided me through some tricky decisions, like whether I should lend money to one of my children. He’s not just my advisor—he’s someone I trust deeply. He’s honest, smart, and always there when I need him.
I love working with him. We can even laugh and joke around, but when it’s time to talk about serious financial matters, I know I’m in good hands. My tax preparer will be retiring soon, and Iván already told me he’d take me to meet the CPAs he works with so I can find the right fit. But honestly, I told him I didn’t need to interview anyone, he can just choose the one he thinks I’ll work best with. That’s how much I value his judgment.
I reached out to Ivan after my funds became available and I was ready to take the next step toward planning for the future. He came highly recommended by my wife’s employer, and it didn’t take long to see why. He’s helped me find financial stability for my future, and I’ve benefited financially while learning from his wisdom. I’ve recommended Ivan to others and will continue to do so.
The clients that provided the preceding testimonial were solicited by Mendoza Private Wealth based on objective, non-investment criteria to seek feedback from a client that is representative of their clientele. Not all Mendoza Private Wealth clients are asked to provide testimonials. Therefore, this testimonial may not be representative of the experience of other clients as each client’s circumstances and outcomes are unique. Our firm helped prepare the content of this testimonial based on interviews with the client. Testimonials or endorsements do not reflect every client’s situation and client results are not indicative of a guarantee of investment performance or financial outcomes. We did not provide compensation in exchange for the testimonial.
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