Lorena Guerrero

Senior Wealth Advisor | Managing Partner

Lorena Guerrero

956-468-2164

[email protected]

Lorena's focus is on establishing lifelong relationships with clients to help them succeed financially and to satisfy their personal and financial priorities. She is committed to serving her clients with responsibility, honesty, and integrity. Lorena has been part of the financial services industry for more than two decades. Prior to co-founding Excelsis Global Private Wealth in 2021, Lorena worked as a financial advisor at Wells Fargo Advisors and JPMorgan Chase. With this extensive experience, Lorena recognizes that every client has unique financial needs and requires a personalized approach to fulfill their financial objectives. Her vast knowledge of wealth management goes beyond market risks to a complete understanding of adapting financial planning and investment strategies to a client's life's changing circumstances. Lorena utilizes the tools and resources available to Excelsis Global Private Wealth as an independent firm to design, implement, and monitor the appropriate financial strategy to help her clients achieve their personal and financial goals.

Born and raised in the Rio Grande Valley, she received her Bachelor's degree in Business Administration in Finance from the University of Texas-Pan American (now UT-Rio Grande Valley). Lorena is fluent in Spanish and has the cultural knowledge to thoroughly understand the needs of international and domestic clients. She is active in the community as a member of her local church, where she has served as a faith formation catechist since 2001. Lorena is always looking to improve personally and professionally. She is currently a candidate for the CFP® Certification.  She also loves to spend time with her family, especially her nephews and nieces.