Isaac Mendoza

• Licensed representative providing comprehensive insurance and financial solutions to individuals, families, and small businesses.
• Specialize in retirement planning, college funding strategies, income protection, and wealth preservation.

Responsibilities:

• Conduct in-depth fact-finding to assess clients’ financial goals and risk tolerance.
• Educate clients on life insurance, annuities, long-term care, and investment strategies.
• Develop tailored financial roadmaps balancing protection, accumulation, and tax efficiency.
• Build and manage a growing client base by 80% through referrals, cold outreach, and community engagement.
• Maintain compliance with regulatory standards.
• Collaborate with partners and centers of influence to expand market reach.
• Attend ongoing training and professional development to stay current with financial strategies and product offerings.

• Served as a trusted advisor to consumer and small business clients, providing tailored banking and lending solutions to meet their goals.

Responsibilities:

• Identified client needs through discovery conversations, offering appropriate products such as checking/savings accounts, credit cards, and personal loans.
• Delivered exceptional service by resolving client issues efficiently and maintaining long-term relationships.
• Conducted 30 outbound calls a day and in-branch meetings to generate new business and deepen existing relationships.
• Educated clients on financial tools to improve financial literacy and enhance their banking experience.

About Me

I’m someone who genuinely enjoys helping people feel more secure and confident about their future. Whether it’s guiding a family through a big financial decision or just being a steady, trustworthy presence, I take pride in being someone others can count on.

Professionally, I’ve built my foundation in banking and financial services, first as a personal banker at Wells Fargo, and now as a financial professional with New York Life. These roles have taught me how to listen closely, ask the right questions, and offer solutions that truly make a difference.

Outside of work, I’m driven by growth — always learning, improving, and aiming to be a better version of myself each day. I’m also deeply family-oriented, and that value of care and connection carries over into everything I do professionally.