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Alexandra Mendoza

Client Service Specialist

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.

Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

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