About Us

Mendoza Capital, Innovative Financial Solutions, L.L.C

Local Office
1004 E. Hillside Rd., Suite B
Laredo, TX 78041

Phone:

  • 956-602-0001

Xavier Mendoza Jr.

Founder, CEO
Financial Consultant, Retirement Planning Specialist
Phone: (956) 602-0001
Fax: (956) 568- 2856

 

Xavier Mendoza, Financial Consultant, Retirement Planning Specialist is an investment professional and a member of the Retirement Benefits Group, a specialized division of AXA Advisors, LLC. He provides financial planning services to individual families, business professionals, and executives with a tailored approach including investment advice, risk management strategies, wealth preservation techniques, and retirement solutions.

In two years, Xavier has successfully built a boutique financial services firm encompassing the greater part of South Texas. He brings a wealth of financial knowledge to his clients including Retirement Income Distribution Analysis, Pension Maximization Strategies for Alternate Pension Plans, and Portfolio Design. Although he spends the majority of his time in Laredo, TX, he also maintains an office in San Antonio, TX in attempts to provide the highest level of service to his clients.

Xavier holds a Bachelor’s Degree in Finance from Red McCombs School of Business at The University of Texas at Austin. During his tenure, he was selected to participate in an influential exchange program of the Università Commerciale di Bocconi in Milano, Italy where he expanded his knowledge in international markets, foreign currencies, and international trade. Furthermore, his commitment to a continuing education has earned him a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, where he has been awarded AXA Advisors' Retirement Planning Specialist title.

Professionally, Xavier has been recognized for his high achievements throughout his career with AXA. Early in his career, he was recognized as an up-and-coming advisor and was a recipient of the 2011 AXA Fast Start Award. Additionally, he earned the title of Retirement Specialist for Tax-Sheltered Plans and received the National Leaders Corps (NLC) Award in 2012.

Xavier has consistently ranked as a top advisor of his region, has become a qualified member of the Million Dollar Round Table (MDRT), and has recently earned the prestigious Centurion Award at AXA for 2013 demonstrating his outstanding leadership with the company. He also has continuously qualified and been an annual attendee of the National Leaders Forum, an invitation-only event for AXA’s top financial professionals nationwide. Xavier holds FINRA Series 7 and 66 registrations in addition to Life, Health & Annuity Insurance licenses in Texas.

Xavier is a native of Laredo, Texas. In his free time, he pursues his passion in becoming an accomplished vocalist, guitarist, and composer.

 

 

Mendoza Capital, Innovative Financial Solutions, LLC is not owned or operated by AXA Advisors or AXA Network.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Mendoza Capital, Innovative Financial Solutions, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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