Karen MendozaKaren MendozaVice PresidentRelationship Manager
About Karen
Karen Mendoza is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
A longtime member of the team, she spent two years at First Republic and 11 years at Citi Personal Wealth Management, before joining the firm. Karen launched her financial services career in 2002.
Dedicated to exceeding client expectations, Karen believes that "good enough is never enough." She is highly attentive to accuracy and detail, priding herself on the level of care she provides—the kind she would expect in a family office-style service model.
From banking solutions to discussions surrounding clients' insurance needs, Karen welcomes the opportunity to discuss important issues with clients and their families. On many occasions, including trips to clients' homes, pictures and stories are shared of children, giving her deeper insight into their lives and goals. For Karen, rolling up her sleeves and contributing to a comprehensive financial strategy for clients is time well spent.
Outside of the office, Karen enjoys time with her husband and four daughters at home in Wayne, New Jersey. Giving credit to her mother-in-law for her Italian cooking skills, Karen also revels in true crime books and movies, with no idea where her fascination with the topic began.
Insights
Why the U.S. economy and S&P 500 are diverging
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The impact of holding a concentrated stock position
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How to prepare to enroll in Medicare
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How policy, politics and profits are shaping market momentum
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Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
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How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now