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New Day Financial & Insurance Solutions
Ron Mendoza
President & Investment Advisor Representative
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Ron Mendoza has been working in the financial industry since 1988, and for the last 25 years, he has been specializing in providing retirement counseling to clients. His main goal is to help pre-retirees and retirees avoid common financial pitfalls and protect their principal, ensuring that their money lasts throughout their retirement. Ron's advice covers a range of areas, from cutting taxes to maximizing social security income and obtaining better protection for his clients' financial future. Ultimately, his approach results in a comprehensive retirement plan that helps his clients achieve their retirement goals and enjoy their golden years to the fullest.
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As a fiduciary with a Series 65 license, Ron has an extensive financial education, including courses on Retirement Planning, Long-Term Care, Business Management, and Individual Retirement Accounts. Moreover, he is a certified National Social Security Advisor, an achievement that places him among less than 1% of all financial advisors with specialized training in this area. This certification is recognized by FINRA and is the only accredited Social Security Certificate program in the country.
A native of California, Ron has been a resident of Southern California for the majority of his life. When he's not assisting his clients, he finds joy in coaching little league and cherishing quality time with his wife and children.
At New Day Financial, we believe that the key to success in the financial industry is building lifelong relationships with our clients. We understand that managing your financial life can be a daunting and complex task, which is why we strive to provide you with the necessary resources, clarity, and recommendations to make informed decisions. We specialize in providing independent objective financial advice, which means that our recommendations are based solely on your best interests.
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As a full-service income planning, wealth management, and tax-efficient strategies firm, we work with a diverse range of clients, including individuals, families, and businesses. Our biggest compliment is when existing clients refer their friends and family to us, which we see as a testament to the quality of our services.
We believe that financial planning is not a one-time event but rather an ongoing and dynamic process. That's why we provide continuous services to help you make better financial decisions as your circumstances change over time.
To get started, we offer a complimentary initial consultation. During this consultation, you can present your financial situation, concerns, and expectations to us, and we can mutually determine if our services can meet your needs. Our goal is to help you achieve your financial objectives so that you can enjoy peace of mind and a secure financial future.
If you're looking for independent objective financial advice and a lifelong partner to help you achieve your financial goals, look no further than New Day Financial. We offer a range of services, including income planning, wealth management, and tax-efficient strategies, and we work with individuals, families, and businesses. To get started, schedule a complimentary initial consultation with us and let us help you make informed decisions about your financial future. Don't wait - take the first step towards a secure financial future today!
MEET THE TEAM
D. Scott Brooks
Scott Brooks has been an investment adviser representative since 1987, and has directly managed over $100 million in client assets. Scott’s investment philosophy is one of risk management. The cornerstone to his success is the vigilant recognition that losses hurt you more than gains help you™.
Scott’s commitment to the retirement needs of Americans has led him to numerous endeavors. He has served as an instructor in the University of Missouri’s Learning in Retirement Program. After witnessing the impact of the burgeoning health care crises on America’s retirees’, Scott founded and was Chairman of Revolution Medical, an incentives-based health insurance contractor dedicated to improving the health, and consequently the lives, of retired Americans.
Scott taught several courses as a guest lecturer in the Finance Department at the University of Missouri, as well as consulted with professors at other universities around the nation.
He has been a guest on the “Roger Arnold Radio Show”, the “Diane and Debbie Show” and the “Outdoors Dan Radio Show”, and has been interviewed on various TV and news outlets.
Scott and his wife work with illiterate youth to educate them on how to develop basic reading skills. They also work with “at risk” kids, taking them into their home and teaching them basic life skills. Scott takes an active role in coaching youth sports and mentoring children of all backgrounds, as well as having served as Scout Master for his son’s Boy Scout troop.
Gordon Haave
Chief Investment Officer
Gordon is a graduate of Columbia University who has been in the financial services industry since 1993. Gordon has earned the designation of Chartered Financial AnalystTM (CFA). Gordon previously served as the Director of Investment Consulting at Asset Services Company, a $4 billion investment consulting firm focused on high net worth individuals and institutions.
He has also managed over $1 billion of fixed income investments at Devon Energy. His early career included the role of Vice President of HK Partners and H&K International, a family of hedge funds based in New Canaan, CT and Bermuda.
Gordon lives in Kirkwood, MO and enjoys spending time with his wife and three children.