MYeCFO

Yuliana Mendez is a financial advisor at MYeCFO with six years of industry experience. She holds a Series 65 designation and has worked with the Yuba Community College District since 2018. Outside of her advisory role, she operates a small business consulting practice. MYeCFO is a team-based firm managing approximately $211 million in assets for individuals, businesses, and nonprofits. The firm combines portfolio management with integrated accounting and tax-preparation services, utilizing a client-specific investment approach that generally favors passive vehicles but retains flexibility for active strategies.

Jamie Edwards is a financial advisor at MYeCFO with five years of industry experience. She holds a Series 65 designation and has been with MYeCFO since 2020. Prior to her advisory career, she was a homemaker for five years. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, businesses, and non-profits. The firm integrates portfolio management with accounting and tax-preparation services, emphasizing a client-specific investment approach that primarily employs passive investment vehicles while retaining tactical flexibility.

Martin Curiel is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013, where he is part of a nine-advisor team based in La Jolla, CA. MYeCFO serves individuals—including high-net-worth clients—as well as businesses and non-profits, providing portfolio management, financial planning, and wealth-management coordination. The firm integrates accounting and tax-preparation capabilities into its advisory services and employs a client-specific investment approach that generally favors passive vehicles while allowing tactical adjustments.

Roger Chen is a CFA® charterholder with one year of industry experience. He has worked at Milliman since 2023 and previously spent 13 years at New York Life Insurance Company. He is based in New York, NY. He is part of MYeCFO, a team-based advisory firm with nine advisors managing approximately $211 million in assets. The firm serves individuals, including high-net-worth clients, businesses, and non-profits, offering portfolio management, financial planning, and project-based consulting. MYeCFO integrates accounting and tax-preparation services into its advisory offering and emphasizes a client-specific investment approach that primarily utilizes passive investment vehicles.

Michael Munson is a CFA® charterholder with 12 years of industry experience. He has been with MYeCFO since 2013 and also maintains a role at Denali Advisors. MYeCFO is a team-based advisory firm serving individuals, including high-net-worth clients, as well as businesses and non-profits. The firm offers portfolio management, financial planning, and wealth-management coordination, with an investment approach that emphasizes passive vehicles alongside tactical adjustments. MYeCFO integrates accounting and tax-preparation services into its advisory offerings and provides educational workshops and bookkeeping services as part of client engagements.