CA License # 4232152
Aldo Ochoa’s approach is to encompass his strong family values and the commitment to build long-term relationships with his clients. Aldo has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with success and significance.
Professional Designations
- Retirement Planning Specialist
- Wealth Planning Fiduciary*
Licenses
- Series 66
- Series 7
- Series 24
- Texas Life & Health Insurance
Education
- BS in Economics, Texas A&M University
- Columbia University
- University of Pennsylvania, The Wharton School
Areas of Focus
- Investment Management
- Risk management
- Income distribution
- Estate planning strategies
Professional Affiliations
- 2023-2026 Qualifying Member – Million Dollar Round Table (MDRT)
- CyFair Houston Chamber of Commerce
- Greater Heights Area Chamber of Commerce
*Wealth Planning Fiduciary title awarded by Equitable Advisors, based upon receipt of a Certificate in Wealth Planning from the Wharton School of the University of Pennsylvania. Whether your Financial Professional is subject to an actual fiduciary standard will depend on the service offered.