Orlando Ochoa
Orlando Ochoa has been an integral part of IHT Wealth Management since its founding, with over 20 years of experience as a financial advisor. He holds the PPC designation, Series 7 and 66 registrations through LPL Financial, and licenses in life, health, and long-term care insurance. Orlando specializes in crafting personalized wealth management strategies for individuals, families, and small businesses.
Orlando’s approach is rooted in deeply understanding his clients’ financial goals. He asks thoughtful questions, listens attentively, and analyzes their current and future financial situations to develop customized strategies. These strategies focus on managing, growing, and preserving wealth while addressing key concerns like retirement planning, college planning, business transitions, and legacy planning.
A strong advocate for risk management, Orlando employs a research-driven approach to diversification, selecting investments based on performance, fees, and management stability. Free from affiliations with fund companies, he ensures that all portfolio decisions align with his clients’ best interests, balancing market volatility with potential returns. Orlando’s wealth management philosophy revolves around turning clients’ aspirations into reality. From the beginning, he fosters open communication, encouraging clients to discuss important life events or wealth transfer goals. His approach ensures each client’s strategy is designed to address immediate needs and work towards long-term success.
Clear and consistent communication is central to Orlando’s practice. He schedules regular reviews to track progress and adjust as needed, fostering trust and long-term relationships. For Orlando, the greatest reward is seeing clients achieve their financial goals and secure their legacies for future generations.
In his free time, Orlando enjoys coaching soccer and training with his kids, along with outdoor activities like golf and fishing, providing a well-rounded balance between his professional and personal passions. Orlando’s commitment to his clients, team, and passions reflects his dedication to delivering exceptional financial guidance and building lasting relationships.
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