Alyssa Mendez, CRTP

I’m on a mission to make financial planning accessible, understandable, and empowering for everyone in our community! Whether it’s securing the future of your loved ones through life insurance or guiding you through the intricacies of tax preparation, I’m here to ensure that you’re not just surviving financially, but thriving. I believe that everyone deserves to feel confident about their financial future, and that’s exactly why I’ve dedicated myself to helping others navigate these crucial aspects of life.

35 Navajo Dr, Salinas CA 93906

Term & Whole Life Insurance
Index Universal Life Insurance (IUL)
Rollovers 401k, 403b, & IRA's
Index Annuities
Tax Preparation

Phone

(831) 970-2213

Email

Mendezalyssa186@gmail.com

BOOK AN APPOINTMENT WITH ME

Agency license CA LIC# 0M10241
Options from several insurance carriers

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Building a financially strong and informed community is at the heart of everything I do. Let me help you secure a brighter future, today and tomorrow.

Have questions or need more information?

Fill out the form below, and I will get back to you shortly.

How working with Alyssa works

Reach out
Send the form, call, or book a time on my calendar. Tell me a little about what you want to protect or plan for.
Talk it through
We go over your goals, budget and timeline, and I answer your questions in plain language.
Choose what fits
Compare your options side by side and decide at your own pace.

Questions before we talk

What happens after I send the form?

I'll reach out using the phone number or email you give me to set up a time to talk.

What should I have ready for our first conversation?

Just a rough idea of your goals. If you have current life insurance policies or retirement account statements, keep them handy so we can review them together.

Am I limited to one insurance company?

No. I'm part of the CPIS Financial team, and we can compare options from several insurance carriers to find coverage that fits your needs and budget.