As a Planning Associate at Vance Wealth, Lucas Mendoza supports the thoughtful planning and personalized client experience the firm is known for. Working closely with advisors behind the scenes, he helps prepare financial plans, coordinate strategy discussions, and support the day-to-day details that help clients move forward with clarity and confidence.

Born and raised in the Santa Clarita Valley, Lucas attended Texas Christian University, where he studied finance, accounting and sales. His education gave him a strong foundation in both the analytical and relationship-building aspects of wealth management. From analyzing financial situations and tax strategies to communicating complex concepts clearly, Lucas brings a balanced and client-focused perspective to his work.

Before joining Vance Wealth, Lucas worked in residential real estate development, where he gained experience in market analysis and strategic problem-solving. He later joined Vance Wealth as a Financial Analyst Intern, where he gained firsthand experience supporting comprehensive financial planning and high-level client service before transitioning into his current full-time role.

Today, Lucas supports advisors through meeting preparation, financial plan maintenance and tax strategy coordination. He helps refine internal systems and processes as the firm continues to grow. What he enjoys most about his role is the opportunity to learn continuously while contributing to work that makes a meaningful impact in clients’ lives.

Lucas most closely identifies with Vance Wealth’s core value of being committed to continuous growth, a principle that influences both his personal and professional life. Known around the office for his positive energy and collaborative spirit—and occasionally serving as the team’s unofficial in-house DJ—he values contributing to a strong team culture.

Outside the office, Lucas enjoys staying active through lifting, running and golf. He’s also passionate about personal development and spends time reading philosophy and classic literature. Whether he’s exploring new ideas or spending time with friends and family, Lucas brings intentionality, discipline and optimism to every area of his life.