About Maggie Mendoza

Helping you build wealth and plan confidently for retirement with personalized financial strategies.

Maggie Mendoza warmly discussing financial plans with a client in a comfortable office setting.
Maggie Mendoza warmly discussing financial plans with a client in a comfortable office setting.

150+

15

Trusted advisor

5 stars

Gallery

Maggie Mendoza consulting with a client over retirement plans in a cozy office.
Maggie Mendoza consulting with a client over retirement plans in a cozy office.
Close-up of financial charts and graphs on a laptop screen during a wealth-building session.
Close-up of financial charts and graphs on a laptop screen during a wealth-building session.
Maggie smiling warmly while explaining investment options to a couple.
Maggie smiling warmly while explaining investment options to a couple.
A neat desk with retirement planning documents, calculator, and a cup of coffee.
A neat desk with retirement planning documents, calculator, and a cup of coffee.
Maggie speaking at a small seminar about smart financial strategies for retirement.
Maggie speaking at a small seminar about smart financial strategies for retirement.
A happy client shaking hands with Maggie after a successful financial consultation.
A happy client shaking hands with Maggie after a successful financial consultation.

Snapshots of our journey toward your financial future

A warm, inviting photo of Maggie Mendoza sitting at her desk, reviewing financial plans with a client.
A warm, inviting photo of Maggie Mendoza sitting at her desk, reviewing financial plans with a client.

Plan wisely.