Ai Mendoza

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

Kevin Estes, CFP®, MBA is the Founder and Financial Planner of Scaled Finance, LLC. He helps tech professionals and their families live their best lives. His definition of family is broad! Your family is whoever matters most to you. His specialties include equity compensation, financial independence, real estate, and education. Kevin works with a wide age range of clients. Kevin is located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing him to serve clients nationwide.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he assists clients and their families in designing and sustaining personalized, long-term wealth strategies by utilizing the full spectrum of Fidelity's resources to support their evolving financial goals across generations. Marcus has extensive experience within Fidelity Investments, holding various positions since 2007. His roles have included Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Investments Representative Phones. Prior to joining Fidelity, he worked as a Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional career, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.