Florentino Chapa

Senior Wealth Advisor | Founding Partner

Florentino Chapa


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For over a decade, Tino has helped domestic and international clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Tino has dedicated his career to delivering the personalized investment planning services his clients deserve. Prior to co-founding Excelsis Global Private Wealth in 2021, Tino worked at Wells Fargo Advisors since 2010, providing personalized financial advice for individuals and families living in the US as well as Mexico. He began his career as a Financial Advisor in 2003 with J.P. Morgan Chase in McAllen, Texas, where he developed his fundamental investment knowledge.

Tino emigrated from Mexico to attend the University of Texas Pan American (now UT-Rio Grande Valley), where he earned his Bachelor’s degree in International Business Management. After college, he worked in management positions for Walmart, Coca Cola and Merck, in different cities throughout the U.S. Tino spends his free time with his wife, Yadira, a business owner, and their daughters, Paola, Ximena, and Fernanda. They like to stay active both physically and mentally, whether it’s playing basketball and volleyball together or participating in 5K and 10K races for good causes. Tino especially enjoys jogging, playing racquetball and golf, and he has successfully completed three full marathons and many half marathons in different countries.