Foundations Investment Advisors
Jaime Duarte Mendez has an extensive background in compliance, risk, and verification roles within various companies such as Foundations Investment Advisors, Uber, and Carvana. Jaime is known for their exceptional attention to detail, ability to collaborate on projects, and maintain professionalism in fast-paced environments. With a Bachelor's degree in Business Law, Jaime has demonstrated expertise in underwriting policies, customer service, and handling complex cases effectively. Through their experience as an Administrative Assistant and Retail Sales Associate, they have honed their interpersonal skills and contributed to the success of the organizations they have been a part of.
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Foundations Investment Advisors
Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.