Evon Mendrin
Evon Mendrin
Designation: CFP®, CSLP®
Languages: English
Built to guide and serve Optometrists, Optometry Wealth Advisors lives at the intersection of practice and personal finances. We specialize in guiding ODs through ongoing comprehensive financial planning and investment management.

Business Information

Optometry Wealth Advisors lives at the intersection of practice and personal finances. We specialize in guiding ODs through ongoing comprehensive financial planning and investment management.

Our process is built around a system to review, track, and monitor key vital signs of your financial health. We are able to take action on important short-term financial issues, while addressing the long-term strategies along the way.

We know how important of a role student loans play in your life – it’s a necessary investment in your career. Let us guide you in making smart decisions around your debt, in light of bigger picture of your financial and business goals.

Business name: Optometry Wealth Advisors LLC
Email: evon@optometrywealth.com
Business phone: 559-345-5059
Focus areas: Comprehensive financial planning, Student loans, Investment management, Estate planning, Business related (partnerships, etc), Personal Taxes, Budget & debt management, Insurance
License: CFP 317286
Other license: 306567

Disclaimer

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Address

37167 Avenue 12, Suite 5B #225
City: Madera
State: CA
Zipcode: 93636

Links

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