Broker Check

WELCOME TO
LUCAS MENDOZA WEALTH ADVISORS

Insightful: We are curious individuals, never satisfied with the status quo. We actively seek new knowledge we can use to refine what we do and improve everything we touch.

Entrepreneurial: We thrive on bringing creative, action-oriented solutions to the biggest problems that investors face. We believe that every situation is an opportunity for improvement and every team member is empowered to innovate.

Purposeful: We believe the biggest goals can only be attained by paying attention to the details. We sweat the small stuff.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help

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We’re here for you!

Lucas Mendoza Wealth Advisors, is a full-service, multi-disciplinary wealth management firm in San Diego, Californa that addresses the many financial concerns of aspirational individuals and families.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Investments

Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Estate

Effective estate management enables you to manage your affairs during your lifetime and beyond. We'll help secure your legacy for generations to come with our strategic alliances with a local law firm.

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Insurance

Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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