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>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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<p>Understanding the Basics of Medigap Policies</p>

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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