Roberto Lopez

Senior Wealth Advisor | Founding Partner

Roberto Lopez


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For 20 years, Roberto has helped clients prepare for and react to critical financial events to help them stay on course toward achieving their goals. He believes planning is an ongoing process, not a single event. He is committed to ensuring his clients’ investment strategies evolve and adapt to changes in their life circumstances and in the markets. Roberto’s understanding of the complexities of domestic and international strategies, his banking background, and his experience with major market shifts during his career, give him the depth and breadth of knowledge to help his clients with a wide variety of needs.

With a focus on helping clients achieve what matters most to them, Roberto develops personalized, long-term financial strategies for them. He works one on one with clients to help find solutions that give them confidence in their future financial stability and success. Roberto takes pride in his reputation as a straightforward, serious-minded advisor with high professional standards and a strong work ethic who defines his success by the success of his clients. Prior to co-founding Excelsis Global Private Wealth in 2021, Roberto worked at Wells Fargo Advisors, Wells Fargo Bank, and J.P. Morgan Chase.

Born in Tamaulipas, Mexico, Roberto moved to Texas at age 10 and has called Alamo home for two decades. He and his wife, Marlen, have two teenage daughters. He is bilingual, speaking English and Spanish. He earned a Bachelor’s degree in Spanish and International Business at St. Edward’s University. Roberto believes in giving back to his community with the goal of helping it prosper. He is on the board of the Boys & Girls Club of Edinburg RGV and the Alamo Chamber of Commerce. A spiritual man whose faith is important to him, he is an active volunteer with the ACTS Community in the Catholic Church. Roberto is an avid outdoorsman who enjoys hiking, hunting, fishing and camping in his spare time.