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Leticia Mendoza

Leticia Mendoza

Client Services - Financial Advisor; Office and Operations Manager

Leticia Mendoza has been with Mark J. Napolin & Associates, Inc. since 2011 and has been our Office and Account Operations Manager. She’s also a registered representative and our primary contact for client and vendor relations, and account and policy operations.

Leticia handles the firm’s group retirement plans as well as individual retirement accounts.  With her education and experience, Leticia helps our existing clients with any of their retirement and/or 401k account needs, questions or concerns. Her ongoing training in retirement accounts help us all in the firm “stay in the know” with regards to plan administration, compliance, benchmarking, and tax related issues.

Leticia also has a good deal of understanding and experience about New Mexico 529 college savings accounts. While retirement planning is extremely important and should never be overlooked, we encourage everyone to consider the benefits of saving for the cost of higher education for your loved ones. 

Leticia’s prior career experiences have enhanced her professionalism in providing superior customer service. She holds a Series 6 Investment Company and Variable Contracts Products Representative license, Series 7 General Securities license and a Series 63, Uniform Securities Act license. Leticia strives to improve her skills and knowledge in the securities industry in addition to having practical, hands-on experience while working at our firm.

While Leticia’s responsibilities are important to the firm in managing the office and assisting our clients and prospects, you will certainly find Leticia's smile and cheerful voice always there to welcome you. She is our “can-do” person and is glad to help with nearly any project from the basic to the complex. Don't hesitate to call Leticia!