Mentor Financial Advisory Group, Ltd. is an independent, fee-only financial planning and investment advisory firm based in Carlsbad, California. With over 30 years of experience in the industry, their founder, Gigi Ngo Coligado, specializes in providing comprehensive financial planning services to physicians and professionals, ensuring unbiased and objective recommendations to help clients achieve their financial goals.
Mentor Financial offers a range of services, including analyzing personal financial goals, developing tax-planning strategies, evaluating employee benefit plans, monitoring investment portfolios, and managing debt effectively. With a focus on minimizing taxes and other costs, they also provide guidance on estate planning and the orderly distribution of assets. By eliminating conflicts of interest and relying solely on consulting fees, Mentor Financial ensures that their clients receive personalized and tailored financial advice with their best interests in mind.
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