Aldo Ochoa Jr., - Private Wealth Group

Aldo Ochoa Jr., - Private Wealth Group Financial Advisor, Wealth Management, Wealth Distribution Aldo oversees his district of financial professionals in the Houston office of the Texas Branch.

He began his career with Equitable upon graduation from Texas A&M University in College Station with a B.B.S. in Economics and a minor in Business. Aldo joined the Retirement Benefits Group, a specialized division of Equitable that focuses on working with employees of public schools, non-profit organizations, and municipalities regarding their retirement plan and other financial matters. Aldo’s ap

proach is to encompass his strong family values and the commitment to build long-term relationships with clients. Throughout his career, Aldo has developed plans addressing retirement, life insurance, and college savings. Within five years, Aldo was promoted to Vice President where he has incorporated a new facet to his business, the responsibility of future growth within the Houston office of Equitable. Aldo leads his team of financial professionals which focuses on explaining complex issues in easy-to-understand language. His team’s passion is to understand each client’s financial goals and to then map out and select suitable products for their objectives. Series 24 / Series 7 / Series 66 / Texas General Lines: Agent Life, Accident, Health, and HMO

Born in El Paso, TX, Aldo loves to play all sports; however, soccer and sand volleyball are his favorites. He currently resides in Houston, TX with his wife Erika. Both Aggies enjoy traveling, friends, and family.

Address

Houston, TX

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17134026401

Alerts

Be the first to know and let us send you an email when Aldo Ochoa Jr., - Private Wealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share