Eddie Zavala

Eddie brings over a decade of experience in financial services, helping individuals, families, and business owners make confident decisions around wealth, retirement, and long-term planning. His approach combines strategic insight with practical guidance, allowing clients to navigate complex financial matters with clarity and purpose.

As Co-Founder and Managing Partner of Ascend Integrated Wealth, Eddie helped build the firm around a modern, integrated model—bringing together investment management, tax strategy, estate planning coordination, and risk management into one cohesive client experience. He believes financial planning is most effective when every area of a client’s financial life works together in alignment with their goals, values, and long-term vision.

Eddie holds a Bachelor’s degree in Economics from East Carolina University and has earned the Retirement Income Certified Professional® (RICP®), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor® (CEPA®) designations. He is also licensed in life and health insurance in the state of Texas, further enhancing his ability to deliver comprehensive planning solutions.

Fluent in both English and Spanish, Eddie serves a diverse client base and is committed to building lasting relationships through thoughtful advice, high-touch service, and a forward-looking planning process.