Wilfredo Méndez, MS, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner at Méndez & Associates - A Wealth Management Consulting Firm
📍 Oviedo, Florida, United States
Wilfredo Méndez is the President and Founder of Méndez & Associates, a wealth management firm in Coral Gables, FL. With experience in the financial services industry since 1993, he was named a Best-In-State Wealth Advisor by Forbes in 2024. He holds a Master of Science in Personal Financial Planning.
He is a member of the Financial Planning Association (FPA), the largest membership organization for CFP® professionals. His professional focus is on helping his clients achieve financial independence through personalized, dedicated financial planning.
Read the full overview →Current Role
CERTIFIED FINANCIAL PLANNER™ Practitioner
Location
Oviedo, Florida, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Wilfredo cares about
Financial Independence
States his primary professional goal is to help clients achieve financial independence through personalized financial planning.
Wealth Management
As the founder of a wealth management firm and a Forbes-recognized advisor, this is his core professional expertise.
Career
Work history
CERTIFIED FINANCIAL PLANNER™ Practitioner
Méndez & Associates - A Wealth Management Consulting Firm
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
Wilfredo has no verified education history
Social presence
More profiles
Discover additional public profiles from our index.
Elizabeth Zennadi, MBA
Snr. Product Marketing Manager
Golden 1 Credit Union
JV
Jasmine V.
Sr. Manager – MarTech Product | Platform Strategy & Operations
Golden 1 Credit Union
SH
Steve Hastings
Senior Vice President
Reliv International
Matilda Sarah
Co-Founder + VP Sales & Marketing @displayr
Displayr
Search more profiles
Looking for someone else? Search here for anyone.