Zaira Espinoza

Current Employers

Employment History

• 02/2016 → 01/2017
  Thrivent Financial
  San Diego, CA
• 06/2018 → 03/2019
  Axxcess Wealth Management
  Carlsbad, CA
• 02/2017 → 06/2018
  Ajs Wealth Management
  Edinburg, TX
• 06/2018 → 04/2019
  Asset Preservation Strategies Inc
  San Diego, CA
• 01/2019 → 03/2019
  Arete Wealth Management Llc
  Chicago, IL
• 05/2019 → 04/2022
  Lpl Financial, Llc
  San Diego, CA
• 05/2022 → 08/2024
  Avantax Investment Services Inc
  Dallas, TX
• 05/2022 → 08/2024
  Avantax Advisory Services
  Dallas, TX
• 09/2024 → 03/2025
  Business Formation
  Mcallen, TX
• 03/2025 → 09/2025
  Avantax Investment Services Inc
  Mcallen, TX
• 03/2025 → 09/2025
  Avantax Advisory Services
  Mcallen, TX
• 03/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Mcallen, TX
• 06/2025 → Present
  Zeal Wealth Partners, Llc
  Mcallen, TX
• 06/2025 → 11/2025
  Zeal Wealth Management And/Or Zeal Wealth
  Mcallen, TX
• 06/2025 → Present
  Zeal Transitions, Llc
  Mcallen, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mcallen, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-03-04 → 2025-09-05
  Avantax Advisory Services
  Mcallen, TX
  Dallas, TX
• 2022-05-27 → 2024-08-14
  Avantax Advisory Services
  Hidaldo, TX
  Dallas, TX
• 2019-12-03 → 2021-12-21
  Lpl Financial Llc
  San Diego, CA
• 2018-06-11 → 2019-12-04
  Axxcess Wealth Management, Llc
  San Diego, CA
  Carlsbad, CA
• 2016-04-01 → 2017-01-30
  Thrivent Investment Management Inc.
  Del Mar, CA
  Thousand Oaks, CA

Other Businesses

1) ZEAL WEALTH PARTNERS, LLC POSITION: Chief Executive Officer NATURE: Comprehensive financial planning, estate planning, retirement planning, philanthropy planning, business solutions, alternative investments, investment management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/10/2025 ADDRESS: 914 North Main Street, Suite 3, McAllen TX 78501, United States DESCRIPTION: Analyze and research financial assets, deliver financial plans, provide asset and portfolio management, retirement planning, distribution planning, legacy planning. 2) ZEAL TRANSITIONS, LLC POSITION: Owner NATURE: Provide business strategy and transactional guidance consulting including helping individuals and firms understand the buying/selling process of a business. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 06/16/2025 ADDRESS: 914 North Main Street, Suite 3, McAllen TX 78501, United States DESCRIPTION: Discuss and understand business situation, advise on business sales and acquisition process, deal structuring, considerations to acknowledge. This activity is not for business brokering, selling or buying, companies. 3) ZEAL Wealth Partners and ZEAL Wealth; CEO; Subject OBA is for Assumed Name ; IR; 160; 100; 09/05/2025; 914 North Main Street McAllen TX 78501; Subject OBA is the Assumed Name for which I am doing advisory and brokerage business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-31
• S63 Uniform Securities Agent State Law Examination
  2016-01-21

Other Names

• Zaira Espinoza
• Zaira Alatorre
• Zaira Espinoza
• Zaira Villanueva Espinoza