portrait of Carlos E Mendoza

About Carlos

My career as a financial advisor began because of the high level of personal service I received from Edward Jones as they helped with the 401(k) for the company that I owned. I knew that I wanted to be a part of a company that was truly client centered and cared deeply about building and growing relationships.

Like many of my clients, my life is a compilation of the decisions I've made. I understand what it's like to start your own business and to work for both small businesses and large multi-national organizations in entry level and leadership roles. My wife...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Hispanic Family Finances
  • Wealth Strategies
  • College Savings

Work History

  • Edward JonesAugust 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ Catolica Santiago GuayBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Tennis

Team Members

  • Melissa Riley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends

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