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

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

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

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

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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<p>How to Support Local Businesses During a Pandemic</p>

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
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<p>Protecting Your Home Against Flood Loss</p>

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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<p>From Boats to Brokers</p>

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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