Our Team
Photo by Trey S – MFG client
Alfredo Mesa CFP®, President and CEO
You have an interesting background, tell us about it.
When I was 9 years old, my family and I escaped Socialist Cuba on a boat in the middle of the night in search for a better life. After surviving a storm and many delays, we finally reached US soil 19 hours later.
My Dad, a Minister with the Episcopalian Church, was able to help serve a congregation in New Orleans, La, and my Mom, a school teacher, went back to school to get her second Doctorate degree in Math. She eventually earned tenure at Xavier University in New Orleans.
My desire to serve others comes from my incredibly courageous and giving parents.
Read more about my family’s escape from Cuba »
Many times the “Why” is as important, if not more so, than the “How”. Why do you have such a passion for what you do?
As I continued my studies at Tulane University, I was interested in learning more about understanding how to create wealth. Perhaps it was a way to “ repay” my parents for all they sacrificed to give me a better opportunity in life.
I soon learned that the industry was fraught with conflicts of interest and companies were more interested in making money for their bottom line versus actually helping people. As long as I was working for “ the company”, I would never truly be in a position to always act in my clients’ best interest. After 10 years of exhaustive research, I became a CFP® and finally launched my independent financial planning and investment company.
Now, I not only get to help my clients build their wealth but can also protect them from an industry full of conflicts and false information.
What are your other passions?
I’m incredibly grateful to have a healthy, beautiful family who loves to travel, whether to the beaches of Costa Rica or the ski slopes of Colorado.
I have always loved being active and playing sports. I absolutely love playing tennis and golf, specially if I also get to share that time with clients.
Our Partners – At Your Service
Loring Ward
Portfolio Management and Back-Office Services
For over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most knowledgeable and successful Independent Financial Advisors and their clients.
Loring Ward helps Independent Advisors manage more than $14.8 billion in assets as of April 2017. Loring Ward is headquartered in San Jose, California.
Dimensional Fund Advisors
Asset class portfolios for institutional investors and independent investment advisors.
For more than 30 years, DFA has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies.
Fund shares are not available directly to individuals but are limited to clients of a select group of financial firms like Mesa Financial Group. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional Fund Advisors has $497 Billion under Management as of March 2017.
Charles Schwab
The largest provider of dedicated custodial services to the independent investment advisor community
Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.
