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Credit | Investing | Income and Benefits | Goal-Setting | Financial Counseling | Money & Relationships | Entrepreneurship | Financial Independence | Major Life Transitions

Yuliana Mendez


Yuliana is an experienced Investment Advisor at MYeCFO, a comprehensive financial advisory firm that specializes in tax strategy, investments, and wealth management. In this capacity, Yuliana manages a portfolio of clients who are Silicon Valley professionals, entrepreneurs, and executives, and advises them on a variety of financial issues including investments, taxes, financial planning, and wealth management strategies. Yuliana also serves a Business Professor at Yuba Community College where she teaches Personal Finance and Business Math among many other business courses. Yuliana was a Stanford EPIC Fellow is 2022-2023 and received her MBA from the University of Southern California in 2017.

As the daughter of Mexican immigrant farmworkers, low-income and first-generation college student, she understands the challenges that individuals from these backgrounds face in their pursuit of financial success. Her own journey into personal finance didn’t begin until after college when she purchased her first home at the age of 23. Since then, she has grown a real estate portfolio, various investment portfolios, and retirement accounts, among other investments. As a Financial Coach, she is hopes to help students along their wealth building journey and share the financial knowledge she has acquired in her professional career as well the many lessons learned along the way in building her own wealth.

Yuliana is passionate about financial literacy and ensuring that students understand the importance of being proactive and engaged participants in their finances and in their journey to build wealth.

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