Cathy Mendoza - Investment Advisor
Business details
- Category
- Financial Services · Financial institution, Financial planner
- Address
- 11501 Dublin Blvd Ste 200, Dublin, CA 94568
- Phone
- (925) 452-8286
- Website
- Searching the web…
- County
- Alameda County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: 9 AM–5 PM
About
Peace of mind, sound planning, and clear guidance: that's what we offer at Cathy Mendoza - Investment Advisor. Our practice serves individuals and families in Dublin and across Alameda County, helping them make confident decisions about their money and their future.
We work with clients on investment planning, financial planning, and life insurance, so that each part of your financial picture fits together. Our approach starts with understanding your goals, your timeline, and your comfort with risk, and then building a plan that you can follow with confidence.
We believe good financial guidance should be clear and personal, so we take the time to explain each recommendation in plain language. Whether you are saving for retirement, protecting your loved ones, or simply looking for a second opinion, we would be glad to talk with you.
Give us a call or stop by to schedule a conversation about where you are headed.
We work with clients on investment planning, financial planning, and life insurance, so that each part of your financial picture fits together. Our approach starts with understanding your goals, your timeline, and your comfort with risk, and then building a plan that you can follow with confidence.
We believe good financial guidance should be clear and personal, so we take the time to explain each recommendation in plain language. Whether you are saving for retirement, protecting your loved ones, or simply looking for a second opinion, we would be glad to talk with you.
Give us a call or stop by to schedule a conversation about where you are headed.