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Our financial advice team


Jacob Mendoza, Financial Advisor serving the York, PA area - Ameriprise Advisors

Jacob Mendoza

CFP®

Financial Advisor

Roseville Wealth Management Group
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A., Bachelor of Arts, York College of Pennsylvania, 2005-2009

Awards & recognition

  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • Spending time with my family
  • Watching football and hockey
  • Swimming
  • Running
  • Cooking
  • Watching movies
  • Travelling and enjoying new cultures and foods