Evon P. Mendrin

OPTOMETRY WEALTH ADVISORS LLC

Madera, CA

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CRD#: 6348026

Professional summary

Evon Peter Mendrin, CFP® is a registered financial advisor currently at OPTOMETRY WEALTH ADVISORS LLC located in Madera, California and SMARTPATH ADVISORS located in Madera, California.

Evon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Evon has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Biography

I'm a Central Valley, CA native and proud graduate of the Fresno Pacific University School of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and am a Certified Student Loan Professional™ (CSLP®). 

When I’m not talking with ODs or perfecting financial plans, I’m enjoying time with my wife, two kids, involved in my church community, rooting for our Fresno State Bulldogs, and trying to spend as much time in the great outdoors as possible.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Small Business Planning

Employee and Employer Plan Ben...

Insurance Planning

Investment Planning

Estate Planning

Tax Planning

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Entrepreneurs

Estate & Generational Planning...

Fixed Fee (Subscription, Retai...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of the other business: Optometry Wealth Advisors, LLC Investment-related: Yes Address of the other business: 755 E Nees Ave #27482, Fresno, CA 93729 Nature of the other business: Optometry Wealth Advisors, LLC is a financial planning and investment management firm Position/title: Founder and Chief Compliance Officer Start date: September 2021 Approximate number of hours per month: 160 Approximate number of hours per month during securities trading hours: 140 Duties: Providing financial planning and investment management services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evon Peter Mendrin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 30, 2021 - Present

OPTOMETRY WEALTH ADVISORS LLC

RIA

CRD#: 317286

Madera, CA

Current

January 21, 2022 - Present

SMARTPATH ADVISORS

RIA

CRD#: 304563

Madera, CA

Past

December 21, 2018 - October 12, 2021

PATHWAYS ADVISORY GROUP, INC.

RIA

CRD#: 143817

FRESNO, CA

Past

March 23, 2015 - January 6, 2017

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Fresno, CA

Past

June 25, 2014 - January 6, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Fresno, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/30/2021)

IAR

Texas
(1/21/2022)

IAR

Texas
(6/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/18/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/25/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OPTOMETRY WEALTH ADVISORS LLC

CRD#: 317286 / SEC#:

California

Registered Investment Advisory firm - (11/30/2021 Approved)

Texas

Registered Investment Advisory firm - (5/22/2023 Conditional Restricted)

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Contact information

Main Address

Madera, CA

Mailing Address

755 E Nees Ave #27482, Fresno, CA 93729

Phone number

(559) 345-5059

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 5,001,789

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Evon P. Mendrin

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evon Peter Mendrin's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMARTPATH ADVISORS

PATHWAYS ADVISORY GROUP, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2015

Series 63

Date: 7/7/2014

SIE

Date: 1/6/2017

Series 6

Date: 6/25/2014

Current Firm

OPTOMETRY WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPTOMETRY WEALTH ADVISORS LLC

TRUST BUT VERIFY

Contact information

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