Broker Check

1300 Oliver Road
Suite 210
Fairfield, CA 94534

Solano Wealth Management, Inc.

(707) 435-8400

 
Carlos R. Mendoza, CFP®, AAMS®

Carlos R. Mendoza, CFP®, AAMS®

Wealth Advisor

Educational Background:

2001 - California State University, Sacramento, Bachelor of Science - Finance

 

Business Background:

3/2017 - Present - Solano Wealth Management, Inc.; Wealth Advisor

3/2017 - Present - LPL Financial; Registered Representative

12/2001 - 3/2017 -Wells Fargo Advisors; Senior Vice President & Senior Financial Advisor

 

Exams, Licenses, & Professional Designations:

4/2013 - CERTIFIED FINANCIAL PLANNER®

3/2006 - ACCREDITED ASSET MANAGEMENT SPECIALIST®

3/2002 - Series 7, held with LPL Financial

9/2001 - Series 6, held with LPL Financial

10/2001 - Series 63, held with LPL Financial

3/2001 - California Life & Health Insurance - CA Insurance License #0D19327

1/2017 - New Mexico Life & Health Insurance - NM Insurance License #443706