Carlos Mendoza, AAMS®, CRPC® in

Carlos Mendoza, AAMS®, CRPC®

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Financial Advisor at Edward Jones
📍 Huntsville-Decatur-Albertville Area, United States

Carlos Mendoza is a Financial Advisor at Edward Jones with AAMS® and CRPC® designations. He focuses on developing tailored investment plans for long-term investors, small business owners, and those preparing for retirement. Leveraging a BS from Universidad Católica de Santiago de Guayaquil, he is fluent in Spanish, enhancing his ability to serve a diverse clientele.

Originally from Ecuador, Carlos lives in Madison, AL, with his wife and three sons. He is an active member of his church and enjoys outdoor activities, sports, and working on classic cars. His personal life is centered around his family, faith, and hobbies.

Unique fact: Carlos has a personal passion for restoring and working on classic cars.

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Experience
9 Years
Current Role
Financial Advisor
Location
Huntsville-Decatur-Albertville Area, United States
Personality Overview

How Carlos shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Carlos cares about

Retirement Planning
He specializes in advising clients who are near or in retirement, helping them create sustainable income strategies and navigate financial decisions.
Small Business Solutions
Explicitly offers financial advice and guidance tailored to the unique needs of business owners, as highlighted in his professional summary.
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Career

Work history

3-2017
Financial Advisor
Edward Jones
In the press

Media appearances

Carlos Mendoza, Financial Advisor - Edward Jones. Featured in Edward Jones
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Edward Jones-Carlos Mendoza, CRPC(R)* | Financial | Insurance | Madison City Business *. Featured in Madison Chamber of Commerce
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Education
1986 - 1994
BS
Universidad Católica de Santiago de Guayaquil
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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