Cathy Mendoza

Cathy Mendoza is the Founder of CM Financial Strategies – a financial services company with a mission of “Helping You to be the Best CEO of Your Financial Life.” She is an Investment Adviser Representative of a Tennessee-based Registered Investment Advisor, Virtue Capital Management (https://www.virtuecapitalmanagement.com), a client-centric, hands-on registered investment advisory firm with proven, specialized financial models addressing each client’s unique investment goals. Cathy has over 20 years’ Experience in Corporate Finance as Controller/Director of Accounting of the E-Commerce Division of a Fortune 50 Publicly traded company – wherein she managed Corporate Assets, Tax and Accounting areas.   Her Corporate role allowed her oversee Design and Implementation, Administration and Compliance for Qualified Retirement Planning, 401k Plans, and Comprehensive Employee Benefits Plan from small to large companies. Cathy has educated and enlightened Bay Area residents on how to protect, preserve, and pass on wealth to their families through classes at colleges, libraries and businesses.