Evon Mendrin

CFP®, CSLP®

Optometry Wealth Advisors LLC

Founder and Lead Advisor

Contact Me

Evon Mendrin

CFP®, CSLP®

Optometry Wealth Advisors LLC

Founder and Lead Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Evon Mendrin, CFP®, CSLP®

Contact Me

559-345-5059

Website

Fee-Only financial planner located in Fresno, CA, serving clients locally and across the country

Financial Planning and Investment Management for Optometrists Nationwide

Evon Mendrin is a Madera, CA fee-only financial advisor serving clients locally and across the country. Optometry Wealth Advisors LLC provides comprehensive financial planning and investment management to help optometrists organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Evon Mendrin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Evon Mendrin is the Founder and Lead Advisor at Optometry Wealth Advisors LLC in Madera, CA.

My focus is serving optometrists - especially optometrists in private practice. I'm fascinated by the optometry profession and everything involved in starting, buying, growing, and eventually exiting a private practice. Many practice owners realize their time is best spent growing their practice and with their families, and I'm honored to be a part of the professional team they surround themselves with. I'm excited to help guide ODs at that critical intersection of personal and practice finances, working to improve and monitor the financial health of both the practice and the household. 

Having gained several years of experience working in different business models of financial services - both in the "product-sales" world and in a really great independent financial planning firm - I wanted to build a firm that lived by the fee-only and fiduciary values, was at the forefront of academic financial planning knowledge, and was tailored to the needs of optometrists. I wanted to build a service that wasn't just for retirees, but for the optometrists on the way to building wealth. Whether you're just planning out your future cold-start or already on the path to building the practice of your dreams, I hope to have an opportunity to be your partner and guide! 

I was born and raised in the Central Valley of California. When not serving clients, I'm spending time with my wife and our two kids, involved in our church community, or out and about in the great outdoors (the Sierra Nevadas are only an hour away!). 

 

Education

  • Bachelor of Arts in Finance and Marketing, Fresno Pacific University
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Student Loan Planner™

Evon Mendrin is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Optometry Wealth Advisors LLC, located in Fresno, CA, provides comprehensive financial planning for optometrists.

This firm was built to guide optometrists to grow their wealth, master their money, and plan purposefully.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Evon Mendrin is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Evon Mendrin is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Evon Mendrin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Student Loan Professional (CSLP®)
    Evon Mendrin is a Certified Student Loan Professional (CSLP®)

    Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.

Contact Evon Mendrin

559-345-5059

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Office Locations:

  • 37167 Avenue 12
    Suite 5B #225
    Madera, CA 93636

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