New Day Financial is committed to providing unparalleled service, integrity, and devotion to finding the best solutions for our clients.
What We Do
We offer a wide array of solutions to fit your personal and business financial needs.
We promise to take a holistic approach to your financial situation and provide a thorough analysis of where you are- and a road map to where you want to be.
New Day Financial
Our story is simple; we believe in building lifelong relationships. We do this by taking what can be a very challenging topic - your financial life - and providing resources, clarity, and recommendations so you can make informed decisions. At the end of the day, we specialize in independent objective financial advice.
New Day Financial is a full-service income planning, wealth management and tax-efficient strategies firm located in Southern California. Our diverse client base includes individuals, families, and businesses. Many of our clients are referred to us by existing clients, which we take as our biggest compliment. We provide ongoing and dynamic services to help you make better financial decisions.
We offer a complimentary initial consultation. This allows you to present your financial situation, concerns and expectations to us. We then mutually determine if New Day Financial can meet those expectations.
Ron Mendoza first entered the financial industry in 1988. For the past 15 years he has developed a specialty in counseling retirees and those about to retire who want to protect their principal and insure that their money lasts. His advice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Ron has helped many people cut their taxes, maximize social security income, increase their fixed monthly income and obtain better protection for their financial future. The end result is a well-rounded retirement plan that allows his clients to achieve their retirement goals and enjoy the rest of their lives.
Ron is a fiduciary and is Series 65 licensed. His financial education over the past decade includes Retirement Planning courses, Long-Term Care, Business Management and intense training in the specialization of Individual Retirement Accounts. Ron is also a certified National Social Security Advisor. The NSSA® is recognized by FINRA and is the only Accredited Social Security Certificate program in the country. This puts him in a field of less than 1% of total financial advisors that have this specialized training.
Ron has lived in Southern California for most of his life. When he’s not helping his clients, he enjoys coaching little league and spending time with his wife Faith and their children Maxine 15, Maddox 12 and Xander 10.