Meet Our Team

Eddie Zavala

Eddie Zavala

Managing Partner

[email protected]

With over a decade of experience in financial services, Eddie is dedicated to assisting clients in achieving their retirement aspirations by developing a comprehensive financial strategy.

Eddie cofounded Ascend Integrated Wealth with the pioneering vision of seamlessly coordinating diverse financial planning facets that are traditionally kept separate. He is deeply committed to aiding clients by orchestrating a holistic planning approach, weaving together portfolio formulation, tax-optimized strategies and investment methods that precisely align with their individual aspirations and targets.

Eddie has a bachelor’s degree in economics from East Carolina University. He earned the Retirement Income Certified Professional (RICP®) and Accredited Investment Fiduciary (AIF®) designations and holds life and health insurance licenses in the state of Texas.

Born in Honduras, Eddie is bilingual, allowing him to effectively communicate and serve clients in both English and Spanish.

 

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