Lorena Guerrero is a seasoned wealth management professional with over two decades of experience guiding individuals, families, and business owners toward their financial goals. As a Senior Wealth Advisor and Founding Partner of The Guerrero Private Wealth Group at Excelsis Global Private Wealth in McAllen, Texas, Lorena plays a pivotal role in delivering tailored investment strategies and comprehensive financial planning rooted in trust, integrity, and long-term partnership. Lorena’s approach to wealth advisory is grounded in listening to her clients’ unique needs and designing strategies that evolve with their financial lives. Fluent in both English and Spanish, she combines cultural insight with professional rigor to serve a diverse, international client base effectively.

Website: excelsisgpw.com

Phone: (956) 468-3468

Cross Streets: Near the intersection of S 10th St and Chicago Ave