Our Team

At Fluens Wealth, we bring together a diverse team of financial experts with over 100 years of combined experience who are passionate about helping high-net-worth individuals, families, and businesses in the U.S. and across multiple jurisdictions and countries. While our backgrounds and expertise are diverse, we are united by a shared commitment to thoughtful guidance, personalized service, and long-term relationships built on trust. As a bilingual team, we are proud to serve clients with cultural understanding and communication that feels personal, seamless, and accessible.



As a husband-and-wife founded firm, we have built a culture that feels collaborative, personal, and family-oriented — one where clients are truly known, heard, and cared for, and where team members are also genuinely understood and valued. We believe the best financial guidance comes from understanding not only wealth, but the people, their stories, and their dreams.

Building true relationships with our clients

Meet Our Team

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Marlen Lopez

Senior Wealth Advisor

Founding Partner

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Roberto Lopez

Senior Wealth Advisor

Founding Partner

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Zonia Pullen

Senior Wealth Advisor

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Alvaro Prieto

Wealth Advisor

Investment Analyst

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Eunice Flores

Registered Wealth Associate

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Lennette Longoria

Wealth Associate

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Claudia Ancer

Wealth Associate

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Sofia Prieto

Wealth Associate

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With over decades of combined financial services experience, Fluens Wealth Management consists of five advisors, each skilled in providing international and domestic clients with differentiated wealth management services.


We are bilingual, fluent in English and Spanish, and are proud of our deep roots in South Texas. Our valuable work experience is enhanced by our advanced academic degrees in international business, finance and banking.

As an independent firm, we have the flexibility to work with best in class resource partners to safeguard our clients assets, provide support for our practice and enhance the solutions we tailor for our global clients.

Resource Partners

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Thank you for contacting us.We’ll get back to you as soon as possible.

We got it.

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Ready to begin?

You don’t have to take the next step alone — reaching out is already part of the work.

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Do you have any questions before your appointment?

Please fill out the form below or email me directly.


I personally reply to every message within 1–2 business days.

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