Matthew Mendoza, CPWA®, CRPC®

Matthew Mendoza joined Rockefeller as a Managing Director, Private Advisor, in May of 2022. He began his career at Merrill Lynch in 2007.  Matthew focuses on investments, portfolio management, financial planning, lending, and estate planning/wealth structuring.  He has established lasting relationships with his clients and has a deep understanding of their financial goals and needs. Matthew holds the Chartered Retirement Planning CounselorSM (CRPC®) and Certified Private Wealth Advisor® (CPWA®) designations.

Matthew earned a bachelor’s degree in finance from California State University and a MBA from Saint Mary’s College in Moraga, California. Matthew lives an active outdoor lifestyle. Matthew enjoys traveling, skiing, hiking, and playing golf and tennis.

Named to Forbes “Best-in-State Wealth Advisors” list in 2022. *

Named to Forbes “America’s Next-Gen Advisors” list in 2021. *

Named to Forbes “Top Next-Generation Wealth Advisors” list in 2017, 2018, 2019, 2020, 2021, 2022 *

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released. The Forbes “America’s Next Gen Advisors” rankings discussed above were designated in 2021 and last for a period of one year until new rankings are released. The Forbes “Top Next Generation Wealth Advisors” rankings discussed above were designated in 2017, 2018, 2019, 2020, 2021, and 2022 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.