Evon Mendrin, CFP®, CSLP®

Madera, CA

Verified Identity

Optometry Wealth Advisors LLC

Years of Experience

10 years

Member Since

2022

Allow Me to Introduce Myself

Welcome to my profile, thanks for stopping by! I'm the Founder and Lead Advisor of Optometry Wealth Advisors - a financial planning firm just for optometrists nationwide. While I love serving ODs in different career settings, I'm especially excited to serve at that critical intersection between prac...

Clientele

Doctors

Business Owners

Healthcare Workers

Services Provided

Financial Planning

Tax Planning

Estate Planning Strategies

Retirement Planning

Specialties and Expertise

Business Ownership Strategies

Cash Flow Analysis

Debt Management

College Planning

Tax Minimization Inv...

Portfolio Construction

Credentials and Designations

CFP®

Certified Financial Planner™

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CSLP®

Certified Student Loan Professional®

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Pricing Models

Flat FeeHourly Rate

Education

Fresno Pacific University

B.A. - Finance and Marketing

Obtained in 2013

Disclosures and Proof of License

SEC Profile

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