Xavier Mendoza Jr. is a wealth advisor in the San Diego office of Octavia Wealth Advisors. He provides financial planning services to individual and business clients. His approach includes customized wealth management solutions, risk management strategies, retirement income planning, and wealth preservation techniques. Xavier thoroughly analyzes each client’s goals, priorities, and resources. He works to develop and implement strategies to help clients address challenges and achieve their financial dreams. Xavier is fluent in both English and Spanish.
Prior to joining Octavia in 2020, Xavier founded and ran his own company, Mendoza Capital, Innovative Financial Solutions, LLC. He earned the Advisor of the Year award for the state of Texas in both 2015 and 2019. Upon relocating his entire practice to San Diego, he became an independent, fiduciary advisor.
Xavier holds a bachelor’s degree in finance from the University of Texas at Austin. He also completed the International Finance Exchange Program at Univerista Commerciale di Bocconi in Milan, Italy. Xavier earned a Certificate in Retirement Planning from the University of Pennsylvania’s Wharton School, and a Certificate in Wealth Management Strategies from the AXA Institute of Harvard University. He is a Retirement Income Certified Professional (RICP®) and Charter Life Underwriter (CLU®).
On the personal side
Xavier used to have a small band called Gemma in Austin, TX. He was the lead vocal singer and he continues to pursue his passion to become an accomplished vocalist, guitarist, and composer. But in the meantime, Xavier never passes up a fun karaoke night with family and friends!