ADV PART 2B - YULIANA MENDEZ
Myecfo (CRD 166919), brochure dated February 27, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
This brochure supplement provides information about Yuliana Mendez that supplements the
MYeCFO, LLC brochure. You should have received a copy of that brochure. Please contact
Yuliana Mendez, Financial Adviser if you did not receive MYeCFO, LLC’s brochure or if you
have any questions about the contents of this supplement.
Additional information about Yuliana Mendez is also available on the SEC’s website at
www.adviserinfo.sec.gov.
MYeCFO, LLC
d/b/a MYeCFO
Form ADV Part 2B – Individual Disclosure Brochure
for
Yuliana Mendez
Personal CRD Number: 7211018
Investment Adviser Representative
MYeCFO, LLC
6020 La Jolla Hermosa Avenue
La Jolla, California 92037
(650) 231-4609
martin@myecfo.com
UPDATED: 02/28/2020
Item 2: Educational Background and Business Experience
Name:
Yuliana Mendez
Born: 1985
Education Background and Professional Designations:
Education:
BA Philosophy, California State University, Sacramento – 2003
MBA, University of Southern California – 2017
Designations/Certifications/Licenses:
Series 65 (Uniform Investment Adviser Law)– Securities License
The Uniform Investment Adviser Law Examination, called the Series 65 exam, was
developed by North American Securities Administrators Association (NASAA) to
qualify candidates as investment adviser representatives. To obtain the Series 65
License a qualifying exam administered by the Financial Industry Regulatory Authority
(“FINRA”) must be passed. The Series 65 License is required by anyone intending to
provide any kind of financial advice or service. The exam for this license is a 180-minute
exam and covers topics that have been determined to be necessary to understand in
order to provide investment advice to clients. The exam covers the rules and regulations
pertaining to registered investment advisors and also various investment vehicles and
disciplines, economics, ethics and analysis.
Business Background:
01/2020 – Present
Investment Advisor Representative
MYeCFO, LLC
08/2018– Present
Business Professor
Yuba Community College
05/2017– 12/2019
Owner
Bilingüe Clothing Co.
07/2015 – 05/2017
MBA Student
University of Southern California
01/2008 – 07/2015
Deputy Director Senate Appointments, Consultant
California State Senate
10/2010 – 12/2012
Consultant
California Democratic State Central Committee
Form ADV 2B Version: 2/24/2026
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Item 3: Disciplinary Information
There are no legal or disciplinary events that are material to a client’s or prospective client’s
evaluation of this advisory business.
Item 4: Other Business Activities
Yuliana Mendez is not engaged in any investment-related business or occupation (other than this
advisory firm).
Item 5: Additional Compensation
Other than salary, annual bonuses, or regular bonuses, Yuliana Mendez does not receive any
economic benefit from any person, company, or organization, in exchange for providing clients
advisory services through MYeCFO, LLC.
Item 6: Supervision
Yuliana Mendez is supervised by the owners and managing members of MYeCFO, LLC, Martin
Raul Curiel and Michael Robert Munson. Together they supervise all duties and activities of the
firm. Yuliana Mendez’s contact information is on the cover page of this disclosure document.
Yuliana Mendez adheres to all required regulations regarding the activities of an Investment
Adviser Representative and follows all policies and procedures outlined in the firm’s policies and
procedures manual, including the Code of Ethics, and appropriate securities regulatory
requirements.
Form ADV 2B Version: 2/24/2026
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