Financial & Tax Architects, LLC

Investment Advisor
in Valencia, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ronald Mendoza is a financial advisor who works out of Valencia, California, with a total of 4 years of relevant experience. Mendoza works at Financial & Tax Architects, LLC. Throughout their career, Mendoza has worked at Brookstone Capital Management, Self Employed - Insurance Sales and Financial & Tax Architects, Inc. Mendoza has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in California. Financial & Tax Architects, LLC is a registered investment business that has its headquarters in Saint Louis, MO. It has offices in six locations and a total of 26 advisors. It handles $317 million in assets across its 3,059 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 3,059 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Financial & Tax Architects, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

27240 Turnberry Lane, Suite 200
Valencia, CA 91355

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Financial & Tax Architects, LLC Brokerage Details

Total Assets Under Management


CA Average: $11,469,110,461
Total Number of Employees


CA Average: 458
Total Number of Accounts


CA Average: 33,415
Average Account Size


CA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Ronald Mendoza Work History

Ronald has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Financial & Tax Architects, Inc

2002 - Present (22 years)

Self Employed - Insurance Sales

2018 - 2019 (1 year)

Brookstone Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Ronald Mendoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial & Tax Architects, LLC

Erion Kafazi
Saint Louis, MO
Alan Johnson
Upper Marlboro, MD
Gordon Haave
Saint Louis, MO
Jason Smitka
Overland Park, KS
Scott Peterson
Saint Louis, MO
Mark Kukielski
Saint Louis, MO
William Smith
Saint Louis, MO
Alan Schmidt
Edina, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started