Martina Mendoza
Based in Los Angeles, Martina coordinates merger integrations, aligning teams, systems, workflows, and communications to create a smoother transition for employees and clients.
Ways to Connect
Martina Mendoza is the Integrations Manager at Mission Wealth, assisting new clients and team members who join the firm.
I am passionate about helping people 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 with my team to truly impact their wellness and quality of life.
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, she has continued to do so 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, 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.
Awards
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Mission Wealth MVP Award
award symbolizing the Mission Wealth employee that most exudes our values: caring, committed, growth-mindset, and adaptable. | 2024
*for award disclosures and methodology, visit awards & rankings
Awards
-
Mission Wealth MVP Award
award symbolizing the Mission Wealth employee that most exudes our values: caring, committed, growth-mindset, and adaptable. | 2024
*for award disclosures and methodology, visit awards & rankings
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor