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PROFESSIONAL PROFILE

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Eddie Zuniga, Jr., AAMS™ | CEPA®

New Territory Advisors
Ameriprise Financial Services, LLC
2277 Plaza Dr Ste 650
Sugar Land, TX 77479
Office: 281-494-2863
Cell: 512-765-1628
eddie.zuniga@ampf.com
www.ameripriseadvisors.com/eddie.zuniga

Professional Approach

If you’re looking for a financial advisor who knows you, calls you back, and builds a plan around your life, not a template, you’re in the right place.

I’m a business owner and Five-Star Wealth Manager Award Winner (2026), and I help individuals and families make smarter financial decisions with clarity and confidence. My approach is simple: fewer clients, deeper relationships, and fully customized strategies built around what matters most to you.

I don’t believe in one-size-fits-all portfolios or overwhelming you with charts and jargon. Instead, I work closely with you and your family to create a clear, intentional plan that aligns your investments, retirement goals, and legacy into one cohesive strategy. You’ll always know where you stand, where you’re going, and why.

With over 35 years of combined experience alongside a network of seasoned administrators and advisors from major firms, I bring institutional-level insight while maintaining the responsiveness and personal attention you deserve. When you work with me, you’re not handed off to a call center—you have direct access to a trusted advisor who understands your full financial picture.

My perspective on wealth started early. At 23, I purchased my first multi-unit property, and as the son of a business owner, I learned firsthand the power of disciplined investing and long-term thinking. Today, I bring that same mindset to every client relationship—helping you grow, protect, and enjoy your wealth with purpose.

Before entering wealth management, I served 21 years in the U.S. Navy and Reserves, retiring as a Senior Chief and earning the Bronze Star. That experience shaped how I serve my clients today with discipline, accountability, and an unwavering commitment to doing what’s right.

Most importantly, I believe financial planning should be personal. I take the time to get to know you, your family, and your goals so that I can be a long-term partner—not just during the good times, but when it matters most.

If you’re ready for a more personal, proactive, and results-driven approach to managing your wealth, let’s talk.

 

See Accomplishments
This award was issued on 07/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3716 Houston-area wealth managers were considered for the award; 190 (5% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 3,571, 195, 5%, 7/1/25, 10/30/24 - 5/1/25; 2024: 3,270, 208, 6%, 7/1/24, 10/10/23 - 4/30/24; 2023: 3,347, 179, 5%, 7/1/23, 10/10/22 - 5/5/23; 2022: 3215, 176, 5%, 7/1/22, 9/20/21 - 4/8/22; 2021: 3133, 173, 6%, 7/1/21, 9/14/20 - 4/30/21; 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12.
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.