Val Mendoza
AIO Financial
Financial Advisor
Val Mendoza
AIO Financial
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Val Mendoza
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country. Specializing in retirement planning and Sustainable, Responsible, Impact investing.
Val Mendoza is a Tucson, AZ fee-only financial advisor serving clients locally and across the country. AIO Financial provides comprehensive financial planning, tax planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Val Mendoza is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Free Resources from AIO Financial
Sustainable, Responsible, Impact Investing eBook
Val Mendoza is a Tucson, AZ fee-only financial planner.
Val has been helping people with their finances since 2019. She has been an advisor with AIO Financial since 2021.
Val attended Northern Arizona University in Flagstaff, AZ where she graduated cum laude with a Bachelor of Science in Women’s and Gender Studies, and a focus in photography.
Val loves to travel and learn different languages. She is fluent in English and Spanish and wants to become fluent in German. During her free time, Val loves to read and spend time with her family and friends. Val was born in El Salvador but grew up on the US Mexican border. She now lives in Nogales.
AIO Financial (also registered at Impact Financial Planners) is an independent fee only personal financial planning firm. We earn no commissions and sell no products. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.
Please contact us to set up a free meeting with a fee only financial planner. We are located in Tucson, Arizona and Los Angeles, California but have clients throughout the US (and expats throughout the world).
AIO Finanical is a comprehensive financial planning firm. We work with clients on: investment management and review, retirement planning, taxes, insurance, estate planning, debt reduction and any other financial area.
We can work on an assets under management basis or hourly.
We have a general financial planning blog/podcast and YouTube channel. We also have a Sustainable, Responsible, Impact Investing (SRI) podcast/blog and YouTube channel. SRI is an investment stratagy seeking to maximize both financial return and social good. We have many clients interested in investing in-line with their values.
We have a free ebook about Sustainable, Responsible, Impact Investing and a free investment ebook.
As fee only financial planners, AIO Financial, can provide their clients with a variety of alternative investments, to keep them ahead of the market, including:
- exchange traded funds (ETF)
- mutual funds
- buffered enhanced notes
- individual stocks
- market linked CDs
- bonds (corporate, municipal)
- treasuries and CDs
- alternative investments
- untraded REITs
- limited partnerships
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
Contact Val Mendoza
Office Locations:
-
6700 N Oracle Road
Tucson, AZ 85704 -
4845 Pearl East Circle
Suite 101
Boulder, CO 80301 -
433 N. Camden Drive
6th Floor
Beverly Hills, CA 90210 -
1810 E Sahara Ave
Suite 591
Las Vegas, NV 89104 -
22525 SE 64th Pl
Suite 2327
Issaquah, WA 98027
