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Octavio Tudela

Student at San Diego State University-California State University

Octavio Tudela is a Registered Client Service Associate at Morgan Stanley International Wealth Management.12 He joined Alejandro Mendoza's team, The Centaur San Diego Group, in February 2023 after three years of portfolio modeling and planning for an independent RIA in San Diego.1

Octavio's responsibilities include:

  • Assisting clients with onboarding processes
  • Implementing money movement decisions
  • Developing meaningful relationships with clients

Background and education:

  • Native to the San Diego area
  • Earned a degree in business administration with a concentration in finance from San Diego State University
  • Has a longstanding fascination with financial markets and a desire to help others achieve their goals

Personal interests:

  • Enjoys surfing and tennis
  • Spends time with friends, family, and his dog, Kane

Contact information:

  • Phone: (619) 544-6533
  • Email: octavio.tudela@morganstanley.com1

Octavio's role at The Centaur San Diego Group allows him to explore his interests in finance while building strong client relationships.1

Highlights

Alejandro Mendoza Velasco | Morgan Stanley Wealth Management
Centaur San Diego Group | Morgan Stanley Wealth Management
Centaur San Diego Group | Morgan Stanley Wealth Management
Aug 1 · dnb.com
TUDELA INTERNATIONAL, LLC Company Profile | San Diego, CA

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Octavio Tudela
Octavio Tudela, photo 1
Octavio Tudela, photo 2
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Location

San Diego, California