Christina Mendoza

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

English

Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

Christina is from the San Jose area andearned her degree from San Jose State University. Her entrepreneurial andbusiness focused mindset stems from early childhood where she observed herparents run a Filipino restaurant and create a successful business. Thesuccessful progression of their business is what drove Christina to see theimportance of a financial plan and securing a financial future. It became thecatalyst to her career path in the financial industry and allows her to use herpassion to help her clients achieve their financial security.

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MM202503-300856

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