MEET THE FLUENS TEAM

Marlen Lopez

Senior Wealth Manager | Founding Partner

Marlen Lopez is a Founding Partner of Fluens Wealth with more than 25 years of experience in banking, international business and wealth management. She was recognized nationally on AdvisorHub’s 2026 Top 200 Women Advisors to Watch list, a ranking that highlights women advisors and teams with sophisticated practices, strong growth and a commitment to professionalism.


Marlen works with high-net-worth individuals, business owners, cross-border clients and multigenerational families, bringing a bilingual and bicultural perspective to client relationships.

Marlen’s approach is centered on understanding each client’s goals, values and family dynamics. She works with clients to review their financial plans and investment strategies as their circumstances and market conditions change, drawing on her professional background and the resources of an independent firm.


Prior to Fluens Wealth, Marlen co-founded Excelsis Global Private Wealth in 2021 and held roles at J.P. Morgan Chase, Merrill Lynch and Wells Fargo Advisors. She has experience serving clients across the United States and internationally.


Born in Tamaulipas, Mexico, and raised in the Rio Grande Valley, Marlen is fluent in English and Spanish. She earned a bachelor’s degree in Spanish and International Business from St. Edward’s University and serves as President of the PSJA Education Foundation. Marlen resides in Alamo, Texas, with her husband and co-founder, Roberto Lopez. They are the proud parents of two daughters, one thriving in her professional career in California and the other attending UC Berkeley.

EDUCATION

St. Edward’s University, B.A. Spanish/International Business

PROFESSIONAL

JP Morgan Chase 2001–2008

Merrill Lynch 2008–2016

Wells Fargo Advisors 2016–2021

Excelsis Global Private Wealth - The Lopez Private Wealth Group 2021 - 2026

Fluens Wealth – June 2026 - present

Curved yellow-gold arc on a white background

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

LET'S TALK TODAY

we're ready to listen.

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

We got it.

Simple black-outlined smiling flower with five petals on a white background

Ready to begin?

You don’t have to take the next step alone.

Reaching out is the first step.

Backlit figure in a flowing pastel dress with blurred, dreamy lighting
Have any questions before your appointment?

Fill out the form below or email me directly.


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

This is required
This is required
Enter an email Use an address with (@) and (.)
This is required
This is required
Black hand-drawn spiral with an arrow on a white background

That didn’t work.

The form wasn’t sent. Please try again.

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

We got it.

Cute white flower doodle with a smiling face and black outline

Ready to begin?

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

Backlit figure in a flowing pastel dress with blurred, dreamy lighting
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.

This is required
This is required
Enter an email Use an address with (@) and (.)
This is required
This is required
Black spiral arrow icon on a white background

That didn’t work.

The form wasn’t sent. Please try again.