Carlos R. Mendoza CFP®, AAMS®
Carlos R. Mendoza, CFP®, AAMS®, serves as President and Senior Wealth Advisor at Solano Wealth Management, bringing over 20 years of experience in the financial services industry. He specializes in developing and implementing personalized financial plans designed to help clients pursue long-term financial independence. In his role as Chief Compliance Officer of Solano Wealth Investment Advisors, LLC—a Registered Investment Advisory firm—Carlos oversees portfolio construction, due diligence, and the ongoing management of the firm’s model portfolios. Carlos holds a degree in Business Administration with a concentration in Finance. As a Financial Fiduciary, his credentials as a CERTIFIED FINANCIAL PLANNER® professional and Accredited Asset Management Specialist® (AAMS®) reflect his commitment to professional excellence and acting in the best interests of his clients. Outside of work, Carlos remains active in his community and enjoys golfing, supporting the San Francisco 49ers, and spending quality time with his wife, children, and grandchildren.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.