Vinford Mentar, financial advisor Whittier CA

Vinford Mentar

CRD Number: 1959280
Current Firm: Smart Money Management

Vinford Mentar (CRD# 1959280) is an Investment Advisor Representative working at Smart Money Management in Whittier, CA and has over 35 years of experience in the finance industry.

Similar Advisors
 , financial advisor Whittier CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Whittier CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Whittier CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Company Name Location Dates Years
Smart Money Management Whittier, CA Oct 2019 - Current 4
Smart Money Management Bayside Hills, CA Oct 2009 - Sep 2019 9
Long Island Housing Partnership Hauppauge, NY Jun 2013 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Vinford A. Mentar
Phone Number: 562-222-1360
Registered State(s):
  • CA
Current Firm Details
Smart Money Management
Firm's CRD Number: 151665
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.