Martina Mendoza

In by Mission Wealth

Martina Mendoza

Client Advisor Associate

Martina Mendoza

Client Advisor Associate

"Do unto others as you would have them do unto you."

Role at Mission Wealth

As a Client Advisor Associate, Martina works closely with her team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports.

Spotlight on Martina

In this interview, Martina discusses her upbringing, hobbies, and some financial advice. To read the full interview, take a look at our Spotlight on the Team: Martina Mendoza article.

Why I Love What I Do

Martina is passionate about helping people to reach and exceed the financial goals that they thought they could only dream of. She loves being a resource to others, and works to truly impact their wellness and quality of life.

Career Highlights

Martina recently graduated from a CFP-accredited program from the University of Arizona. During her time at the university, she had the opportunity to intern at Cambridge Financial Group in Tucson, Arizona. Through her internship, she assisted advisors by preparing materials focusing on wealth management and daily operations. Martina is currently working towards her CFP designation in the near future.

Personal Pursuits

Martina enjoys the outdoors, exploring new hiking trails, scootering & biking along the coast, and traveling to new cities. She also loves spending time with her family and friends, including baking homemade desserts for them.

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