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.

Our firm is growing!
09/24/2024

Our firm is growing!

We're hiring at our Houston office! Please help our search by sharing with anyone you know in the Houston area. We thank you and look forward to hearing from interested applicants.

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Check out LPL Financial Research's Weekly Commentary on the market: “Brightening Outlook For International Equities".

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Check out LPL Financial Research's Weekly Commentary on the market: “Will January Hit the Trifecta? ".

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Learn how to start making smart financial moves today to help ensure a financially secure 2023!

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Check out LPL Financial Research's Weekly Commentary on the market: “A Feisty Bull-Bear Debate".

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Check out LPL Financial Research's Weekly Commentary on the market: “Q4 Earnings Preview: Pessimism May Be Overdone”.

Women have come a long way in achieving financial wellness, but the journey doesn’t end here. It’s important to stay inf...
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Check out LPL Financial Research's Weekly Commentary on the market: "Lessons Learned in 2022".

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Check out LPL Financial Research's Weekly Commentary on the market: "2023 Market Outlook".

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Check out LPL Financial Research's Weekly Commentary on the market: "December Down But Not Out".

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Check out LPL Financial Research's Weekly Commentary on the market: "Resilient Consumers Have Not Saved Retail Stocks".

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