Carlos R. Mendoza is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and an Accredited Asset Management Specialist (AAMS®) with over two decades of experience in the financial industry. In 2017 he joined Solano Wealth Management, Inc. as a wealth advisor, where he is committed to helping his clients define and pursue their goals while moving toward financial independence.
A local to Solano County, Carlos earned his Bachelor’s in Business Administration and a concentration in Finance. Knowing from a young age that investing was his chosen career, Carlos met Rufus for the first time as a summer intern in 2000. They kept in touch over the years and maintained their friendship before Carlos joined SWM in 2017.
Before then, he worked at Wells Fargo Advisors from 2001-2017, where he was promoted to Sr. Vice President – Investments and Sr. Financial Advisor. Though he enjoyed the fast-paced structure of corporate advising, Carlos discovered that he wanted to better serve his clients by moving to an independent firm, which led him to LPL Financial and SWM.
Today, Carlos lives in Vacaville, has four children and two grandchildren with his wife, Edna. An active member of his community, Carlos is member if the Vacaville Rotary Club, volunteers with the Vacaville Boys & Girls Club, and has served as Treasurer of the NorthBay Healthcare Foundation. In his free time, he loves to travel, golf, and enjoys coaching his kids’ various sports—and he never misses the opportunity to cheer on the 49ers!