Financial Services Assistant
Nicole Mendoza presently works as a Financial Services Assistant in person at the James Financial Group main office part-time.
She began her financial career in 1991as a Bank Teller at Union Bank of California. In 1995 Nicole switched to managing her and her husband’s Concrete Construction business which grew into a very successful enterprise within the Central Valley region. Their construction company quite literally laid the foundations of hundreds of residential developments and commercial expansions in the region and helped inspire her and her husband’s own first real estate investments. In 2009 this further motivated Nicole to pass the Real Estate License examination earning her a real estate license in the state of California, which she continues to hold and keep up to date though continuing education.
In 2010 Nicole became a Registered Tax Preparer through the California Tax Education Council and provided services professionally with appropriate bonding. She is currently working to reactivate her license for the 2023/2024 tax season so that she can offer tax prep services to the James Financial Group clients and so she can contribute specialized tax knowledge as a value add to our comprehensive financial expertise.
Though Nicole mainly works behind the scenes, when she can she loves assisting clients with their financial needs and administrative requests. With her unique skill set Nicole is a great addition to the James Financial Group team.