Gabe Mendoza
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Gabe Mendoza
As a Financial Advisor with The Hansen Wealth Management Group at Morgan Stanley, I help individuals, families, and business owners bring structure and clarity to complex financial decisions. Whether working with a founder on long-term liquidity planning or helping guide a family as they build toward future goals, my focus is the same: create strategies that evolve alongside life and business.Beginning my career in 2017, I bring both meaningful experience and a long professional career ahead — allowing me to build enduring relationships across generations while leveraging the full suite of modern wealth management tools and resources.Central to my work is helping clients see beyond the immediate decision — understanding how today’s choices impact long-term stability, family continuity, and the legacy they hope to build.In practice, that means taking a collaborative, detail-oriented approach, helping clients untangle complicated financial questions and translating them into actionable next steps. Outside the office, I live in Encinitas, CA with my wife. I enjoy beach volleyball, exploring U.S. National Parks, discovering new coffee roasts, and traveling the world to experience new cultures.If you want to discuss what’s next for your business or personal finances, I invite you to connect with our team at (85••••••52.Business Planning & Exit Strategies | Business Succession Planning | Financial Planning | Asset Management | Tax Mitigation Strategies | Retirement Planning | Education Planning | Estate Planning Strategies |Cash Management and Lending
Experience
Financial Advisor
Nov 2025 — Present · San Diego, CA, US
2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
California State University San Marcos
Bachelor’s Degree, Finance
2015
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