Meet Our Financial Advisors in McAllen, TX
Who We Are
Our Mission
Our mission is to provide highly personalized financial services that prioritize the well-being and financial security of our clients. We develop customized strategies for investment management, wealth preservation, retirement planning, and estate planning to help clients achieve their long-term financial aspirations. With a commitment to transparency, ethics, and professionalism, we strive to build lasting relationships based on trust and excellence.
Our Commitment
Through our strategic partnerships with Sanctuary Wealth and BNY Mellon Pershing, we offer access to cutting-edge financial technology, global investment opportunities, and a secure custodial platform. This enables us to deliver world-class service while maintaining a boutique, client-focused experience.
At Excelsis GPW – The Chapa & Salinas Private Wealth Group, we don’t just manage wealth—we build lasting legacies. Let us be your trusted partner in securing your financial future.
Advisors
Florentino Chapa
Senior Wealth Advisor | Founding Partner
Since 2003, Tino has specialized in helping international clients address their financial concerns and develop sound strategies tailored to their unique needs. With extensive experience in cross-border financial planning and navigating major market shifts, Tino is committed to delivering the personalized investment planning services his clients deserve.
Before co-founding Excelsis – The Chapa & Salinas Private Wealth Group in 2021, Tino provided tailored financial advice for individuals and families in both the U.S. and Mexico at Wells Fargo Advisors since 2010. His career began in 2003 as a financial advisor with JPMorgan Chase in McAllen, Texas, where he built his foundational investment knowledge.
Tino emigrated from Mexico to attend the University of Texas Pan American (now UT-Rio Grande Valley), earning a bachelor’s degree in international business management. His post-college career includes management positions at Walmart, Coca-Cola, and Merck, further broadening his expertise in business management and financial planning.
Tino’s dedication to his clients and his extensive experience in international and domestic financial planning make him a trusted advisor for those seeking comprehensive financial solutions.
Erasmo Salinas
Senior Wealth Advisor | Founding Partner
Starting his journey in financial services in 1999, Erasmo has dedicated his career to delivering personalized investment planning services. His extensive experience during major market shifts has enabled him to develop sound strategies that focus on each individual’s specific investment needs. Erasmo specializes in assisting U.S.-based clients, particularly business owners, with retirement and tax strategy planning, and also provides expert guidance for international clients.
Prior to co-founding Excelsis – The Chapa & Salinas Private Wealth Group in 2021, Erasmo served as a financial advisor at Wells Fargo Advisors since 2010, providing personalized financial advice for families and individuals, including business owners.
He began his career as a financial advisor with JPMorgan Chase in McAllen, Texas, where he developed both his passion for serving his clients and his knowledge about wealth strategies.
Erasmo’s extensive experience in financial planning and his commitment to delivering tailored investment strategies make him a trusted advisor for both U.S.-based clients and international clients seeking comprehensive financial solutions.
Eliud Garza
Wealth Advisor
With a background in business finance and a passion for strategic financial planning, Eliud has been helping clients navigate their wealth management journeys since 2019. He holds a Bachelor’s degree in Business Finance from the University of Texas at San Antonio (UTSA) and brings a specialized focus in tax strategy planning, retirement planning, and advisory services for both U.S. and international clients — particularly cross-border clients in Mexico and the U.S.
Eliud’s career began at Wells Fargo Advisors, where he gained experience working with a diverse set of clients and financial needs. He now serves as a wealth advisor at Excelsis – The Chapa & Salians Private Wealth Group, where he works closely with business owners and high-net-worth families to craft personalized, long-term financial strategies.
Fluent in both U.S. and international markets, Eliud offers tailored solutions that address the complexities of global wealth management and business succession planning.
When he is not working with clients, Eliud enjoys staying active through padel ball, golf, and tennis — sports that keep him sharp and energized, both on and off the court.
Operations
Angelica Avila
Operations and Client Service Manager
Claudia Ancer
Client Service Associate
Cross-border Focus
We are especially focused on the circumstances pertaining to multigenerational families with family members living or working abroad.
Tailored Solutions
Objective Advice
Collaborative Approach
Open Architecture Platform
Proverb
50+
Years of Combined Experience
3
Licensed Advisors on Staff
2
Language Fluencies
(English + Spanish)
And as an independent financial advisory, we aren’t limited to what products we can offer since we are not beholden to a larger corporation’s approved investments.
The most important way we help our clients is by carefully analyzing their financial information to develop and implement a robust financial plan tailored to help them define and pursue their goals.
