Iván M. Mendoza, <br/>CFP®

Iván M. Mendoza,
CFP®

Managing Principal

Iván M. Mendoza is the Managing Principal and a Financial Advisor for Mendoza Private Wealth. With over 18 years of professional experience, he provides investment and wealth planning advice to individuals and families, and to their respective trusts, estates, foundations, endowments and pension plans, on matters that include tax and estate planning, multigenerational asset allocation, retirement planning, and the sale of closely held businesses.

Prior to establishing the firm in 2016, Iván was a Vice President and Financial Advisor at Bernstein Private Wealth Management. Prior to 2012 he was a Wealth Management Consultant with Phoenix Wealth Management where he trained and developed financial advisors. Ivan began his financial services career with Prudential Financial where he was most recently a Manager of Financial Services and Registered Principal responsible for recruiting, training and developing a team of investment professionals. Prior to being promoted into management he received an outstanding achievement award for his first year as a Financial Services Associate.

Iván currently lives in Sunny Isles Beach, Florida with his wife Ana and their son Emiliano. In his spare time he loves to travel and try new restaurants. He is a first generation American and a native Spanish speaker of Peruvian heritage. 

Education:

Iván received his BA in psychology from Florida International University with honors and an MBA from the University of Florida.

He holds a Certified Financial Planner TM designation (CFP®), a Chartered Financial Consultant designation (ChFC), a Chartered Life Underwriter designation (CLU), a Certification in Long Term Care (CLTC) and he is a Chartered Financial Analyst (CFA) Level III candidate.

Ivan currently holds the following securities licenses, Series 7, 24, 31, & 66. He is also insurance licensed in the state of Florida for Life, Health and Variable Annuities.

Community and Memberships:  

Iván is a member of the board of advisors finance committee and sits on the board of directors of the Alumni Association of Miami Country Day School in Miami Shores, Florida. 

He is a member of the Miami branches of the Society of Trust and Estate Practitioners (STEP) and the CFA Society.

Ivan is active in both Miami-Dade and Broward County and has resided in Sunny Isles Beach, Florida for over 26 years.

Capabilities:

  • Asset-allocation advice
  • Risk management
  • Tax planning strategies
  • Retirement planning
  • Multigenerational wealth planning
  • Philanthropic planning
  • Planning for the sale of a business
  • Single stock and stock options planning
  • Pension solutions
  • Foundations and endowments
  • Investment solutions for corporate executives

 

Phone 305-503-5133
Fax 305-503-9322