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.

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.

Contact Information

Office Location: Santa Barbara, CA
Email: mmendoza@nullmissionwealth.com
Direct Line: (805) 690-3878 ext. 178

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.

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.

Contact Information

Office Location: Santa Barbara, CA
Email: mmendoza@nullmissionwealth.com
Direct Line: (805) 690-3878 ext. 178

Education

Martina graduated with a Bachelors of Science in Personal and Family Financial Planning from the University of Arizona. She was also awarded the ‘Outstanding Senior’ Award.

Education

Martina graduated with a Bachelors of Science in Personal and Family Financial Planning from the University of Arizona. She was also awarded the ‘Outstanding Senior’ Award.

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.

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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