Investment Adviser Representative/New Day Financial & Insurance Solutions
Ron Mendoza first entered the financial industry in 1988. For the past 15 years, he has developed a specialty in counseling retirees and those about to retire who want to protect their principal and insure that their money lasts.
His advice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Ron has helped many people cut their taxes, maximize social security income, increase their fixed monthly income and obtain better protection for their financial future. The end result is a well-rounded retirement plan that guarantees his clients’ retirement years will be spent enjoying the fruits of their labor.
Ron is a fiduciary and is Series 65 licensed. His financial education over the past decade includes Retirement Planning courses, Long-Term Care, Business Management and intense training in the specialization of Individual Retirement Accounts.
Ron is also a certified National Social Security Advisor. The NSSA® is recognized by FINRA and is the only Accredited Social Security Certificate program in the country. This puts him in a field of less than 1% of total financial advisors that have this specialized training.
Ron has lived in Southern California for most of his life. When he’s not helping his clients, he enjoys coaching little league and spending time with his wife Faith and their children Maxine 14, Maddox 11 and Xander 9.
27240 Turnberry St., Ste. 200 Valencia, CA 91355