Eudaimonia Wealth
"I’ve had the pleasure of working with Marcela Mendoza for the past few years, and she has become an indispensable part of my business. She’s thoughtful, reliable, and has great attention to detail. I really appreciate how she not only completes tasks but also helps me think through how to run my business more efficiently. Working with Marcela has made my day-to-day so much smoother and less stressful. If you’re considering adding a virtual assistant, I would wholeheartedly recommend Marcela. You’ll be thrilled that you did!"
-Brett A. Koeppel
CERTIFIED FINANCIAL PLANNER™
Jane Financial
"I recommend Marcela to small business owners, particular financial planners. She previously worked at an RIA and is very familiar with my world. She is adaptable and assists with whatever I need, including: paraplanning (e.g., recategorizing transactions in RightCapital, cleaning up meeting notes, entering tax returns into BNA), marketing (scheduling social media posts, designing newsletters), and operations (creating and updating workflows). After struggling for years to do everything alone, hiring Marcela has been a real boon for my business!"
-Jane Yoo
CERTIFIED FINANCIAL PLANNER™