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™
Tyler Financial
When I first started looking for someone to support my business, I spoke to Marcela. I liked that she had previously worked with an RIA, but was willing to learn about taxes and be flexible. I have been working with her for some time, and she is quick to adapt, is proactive and genuinely cares about helping you and your clients. If you are looking to add someone to your team, I recommend Marcela and Val. You will notice the difference and will feel relieved to have the support you need.
-Keesha Tyler, CPA
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