York Mendoza

York Mendoza is a Financial Advisor dedicated to helping individuals and families pursue financial freedom through personalized, strategic investment planning. He has nearly a decade of experience in the financial services industry, specializing in holistic wealth-building strategies and drawing on his experience with asset allocation, mutual funds, equities, and insurance. By incorporating tools such as capital gains harvesting and comprehensive research, he guides clients through each stage of their financial journey—prioritizing clarity, confidence, and lasting impact. 

Beyond the workplace, York is a lifelong athlete with a strong passion for sports. A former semi-professional soccer player, today he coaches youth soccer in his community. Most recently, he has taken up golf, a new challenge he has quickly come to enjoy. 

York is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial.