Five Star award winner Eddie Zuniga, Jr., AAMS™

Helping families turn complexity into a clear financial strategy

As a financial advisor, I help individuals and families turn hard work into lasting financial success.

Most people are highly accomplished in their careers but were never shown how to effectively manage, grow, and protect their wealth. Without a clear strategy, it’s easy to feel uncertain about the future. That’s where I bring clarity and structure.

I work closely with my clients as their family’s personal CFO, helping them make confident financial decisions, stay organized, and implement a cohesive strategy that aligns every part of their financial life.

My approach is personal, disciplined, and results-driven—focused on simplifying complexity, avoiding costly mistakes, and positioning you to build, preserve, and enjoy your wealth over time.

How I Help My Clients

Tax-Efficient Planning – Implement advanced strategies designed to preserve wealth and minimize unnecessary tax exposure across your portfolio

Debt & Cash Flow Strategy – Optimize cash flow and liabilities to improve liquidity, increase flexibility, and enhance overall financial control

Wealth Building & Investment Management – Design and manage a disciplined investment strategy focused on growth, risk management, and capital efficiency

Retirement Planning – Structure a sustainable, tax-aware income strategy to support your lifestyle and long-term legacy goals

Risk Management & Protection – Protect your income, assets, and legacy with a comprehensive, proactive risk strategy

Education Planning – Strategically fund future education expenses while maintaining alignment with broader wealth objectives

My Commitment

I’m not just here to offer advice, I’m here to serve as your long-term partner and trusted resource. My goal is to help you feel fully confident in your financial decisions, in control of your future, and positioned to achieve what matters most.

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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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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.