Alexandra Mendoza

Financial Planner

Meet Alexandra Mendoza

Alex aims to create strong bonds with clients while helping them to achieve their financial goals. She graduated from California State University Fullerton with a bachelor’s degree in business administration, with a concentration in Finance in May 2022. Her future plans include pursuing the CFP® certification and pursuing her MBA. Outside of work, Alex enjoys raising her puppy, quality time with her family, and loves to go on food adventures.

Ready to learn more?

Explore More

A dentist with a patient
Insights

Wealth Management FAQs for Dentists

February 3, 2026

Tax Planning

Tax Scams to Watch in 2026

February 2, 2026