Martina Mendoza Client Advisor Associate Mission Wealth

Martina Mendoza

In by Mission Wealth

Martina Mendoza Senior Wealth Advisor Associate

Martina Mendoza

Senior Wealth Advisor Associate

Santa Barbara and Los Angeles

(805) 690-3878

CONTACT MARTINA

"I am passionate about helping people to reach and exceed the financial goals that they thought they could only dream of. I find joy in being a resource to others and working to truly impact their wellness and quality of life."

Martina Mendoza is a Senior Wealth Advisor Associate at Mission Wealth, serving clients in Santa Barbara and Los Angeles, California and the surrounding areas. She works closely with a team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. With a sharp eye for detail and a deep understanding of financial planning, Martina is committed to providing top-notch service to clients and ensuring their financial success.

"I am passionate about helping people to reach and exceed the financial goals that they thought they could only dream of. I find joy in being a resource to others and working to truly impact their wellness and quality of life."

Martina Mendoza is a Senior Wealth Advisor Associate at Mission Wealth, serving clients in Santa Barbara and Los Angeles, California and the surrounding areas. She works closely with a team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. With a sharp eye for detail and a deep understanding of financial planning, Martina is committed to providing top-notch service to clients and ensuring their financial success.

Learn About Martina Mendoza

Professional Background

During her time at the University of Arizona, Martina had a unique opportunity to intern at Cambridge Financial Group in Tucson. This experience inspired her to dedicate herself to helping clients achieve their financial goals and since 2020 has continued this at Mission Wealth. Martina remains focused on continuing education and professional development, and is currently working toward earning her Certified Financial Planner® designation, which will further enhance her expertise in the field of financial planning.

Martina graduated from the University of Arizona with a major in Personal and Family Financial Planning, which is a CFP® accredited program. This comprehensive program provided her with a strong foundation in financial planning and instilled a deep commitment to helping individuals and families achieve their financial goals.

Personal Pursuits

Martina has a deep appreciation for the outdoors and enjoys exploring the natural beauty of California. She spends her free time hiking along new trails, taking in stunning ocean views while scootering or biking along the coast, and discovering hidden gems in the city. When she's not out and about, Martina enjoys spending quality time with her loved ones. She especially loves baking homemade desserts for her family and friends, and cherishes the memories they create while enjoying her sweet creations. Additionally, Martina loves to travel to new cities and explore different cultures, which helps broaden her horizons and inspires her work as a financial planner. To learn more about Martina, check out this 2021 spotlight interview.

Image

In the News

Advisor Lab Podcast Interview

Seth Streeter Featured on The Advisor Lab by CION

Seth Streeter was interviewed for The Advisor Lab, Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth.
Common Misunderstandings of Retirement Planning

Common Misunderstandings of Retirement Planning

Partner and Senior Wealth Advisor, Gary Brooks review some misunderstandings that could greatly improve your retirement planning.
There's Still Time to Fund an IRA for 2023 (Before Tax Day)

There’s Still Time to Fund an IRA for 2023 (Before Tax Day)

If you had earned income last year, you may be able to contribute up to $6,500 for 2023 up until your tax return due date,

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US