About Me

Marco Mendoza is passionate about helping clients navigate the complexities of their wealth. He has more than 30 years of experience in the financial services industry, and works with clients to design and implement customized wealth and investment plans with a focus on strategic and tactical portfolio asset allocation, risk management, and private capital.

Prior to joining IFC, Marco was a Private Wealth Financial Advisor with Wells Fargo Advisors, a Risk Management Analyst at Barclays Global Investors in San Francisco, and began his career as a Consultant at Accenture with the Financial Services team in Los Angeles.

In 2020,2021, 2022, 2023, 2024, 2025 & 2026, he was named as one of Forbes’ Best-In-State Wealth Advisors* list. Marco earned his BA in Business Economics from UCLA and his MBA from U.C. Berkeley’s Haas School of Business.

He serves as a Board Member for the Fulfillment Fund in Los Angeles, which helps to make college a reality for students growing up in economically under-resourced communities. Marco currently resides in the South Bay area of Los Angeles with his wife and two children.

CA Insurance License #0C55711.  Resident State CA.

*Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. IFC Wealth paid no application fee to participate, but may purchase plaques, reprints, or logos to publicize rankings. The ranking is as of the dates reflected and is based on the time period 2020 through 2026.