Matthew Mendoza, CPWA®, CRPC®

Matthew Mendoza is a Private Advisor, Managing Director with Mendoza Wealth Partners within the Rockefeller Global Family Office. He was a Private Advisor with Merrill Lynch for 15 years prior to joining Rockefeller in 2022. 

Matt and his team focus on the needs of ultra-affluent business owners and entrepreneurs. Mendoza Wealth Partners serves a select group of families who demand in-depth knowledge, extraordinary service, and a relentless focus on their financial priorities 

Matt holds the Certified Private Wealth Advisor(CPWA) and Chartered Retirement Planning Counselor(CRPC) designations. He earned a bachelor’s degree in finance from California State University and an MBA from Saint Mary’s College.  

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.