Orlando OchoaFinancial Advisor, Senior Vice President
Orlando Ochoa has worked in the financial services industry as an advisor since 2002. He is a detail-oriented financial advisor who provides individuals, families, and small businesses with guidance and education in all areas of wealth management. His investment philosophy begins with the central belief that his clients’ unique goals and objectives are the starting point for a road map to pursuing their life goals. He also recognizes that his ultimate responsibility to clients is to help them build a solid foundation on which to make their financial decisions with confidence.
Orlando’s key areas of proficiency are asset allocation and diversification management, portfolio reviews and recommendations, retirement services, IRA consolidations and rollovers, long-term care and insurance services, transfer of wealth, and college planning.
Orlando is committed to leveraging the strength and resources of IHT Wealth Management to build long-lasting client relationships based on trust, respect, superior service, and the creation of plans that protect his clients’ legacy for generations to come.