Itcel Zuniga

Registered Senior Wealth Associate

Itcel Zuniga

956-468-2163

[email protected]

Itcel takes pride in being clients’ first call to The Lopez Private Wealth Group. A helper at heart, Itcel is our team’s dynamic, professional resource committed to delivering the exceptional service for which they are known. She consistently goes above and beyond to help with whatever is needed, from operational support and account maintenance to answering client questions and tackling special requests. Itcel strives to reinforce confidence in our clients by acting proactively, setting clear expectations and consistently following up every task. She is guided by her integrity and strong work ethic. Itcel’s parents taught her to be her best every day. She was raised to believe that actions speak louder than words, and that how you work is a reflection of your character. Itcel credits that upbringing with inspiring the steadfast professional standards she lives by today. She values the opportunity to develop relationships with our team’s clients, who in turn value her reliability and responsiveness as well as her congenial nature. Itcel has a reputation as a quick thinker and efficient problem solver who is diligent, dedicated and can always be counted on to get the job done. Prior to the launch of Excelsis Global Private Wealth, Itcel worked with Marlen Lopez at Wells Fargo Advisors and Merrill Lynch.

Born in Houston and raised in McAllen, Itcel still calls McAllen home today. With parents from Mexico, Itcel is proud of her Hispanic heritage and to be the first generation of her family to graduate from college. She earned a Bachelor’s degree in Finance at University of Texas – Rio Grande Valley. Itcel is bilingual, speaking English and Spanish. She and her husband, Ricardo, have a young daughter who is the center of their universe. In her spare time, Itcel enjoys reading and baking — especially cakes and cupcakes, which are her specialties and her husband’s favorites.