About Us

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 Equitable Advisors. 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 Equitable Advisors' Retirement Planning Specialist title.

Professionally, Xavier has been recognized for his high achievements throughout his career with Equitable. Early in his career, he was recognized as an up-and-coming advisor and was a recipient of the 2011 Equitable 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 Equitable 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 Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 4046580

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 Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

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

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck