Marco Ochoa

About Marco Ochoa

Life is like a game of chess. To win you have to make a move and a good one at that. Developing a well established financial plan is your first move. Let me be your financial coach in life.I am an investment advisor representative with G. H. Wealth Management in Brownsville, TX. I focus on working with professionals and families in order to provide wealth management solutions. I address the client\'s biggest concerns which include building and preserving wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable contributions. I work with professionals and families to-Develop and implement a comprehensive financial plan to help them reach their lifelong financial goals-Give an independent second opinion on the many different issues that arise over ones lifetime-Create long lasting relationships.

Experience

1. Bookkeeper

   Valley Wide Security

   Jun 2007 — Present · Brownsville, TX, US

   I have worked in every operations of the company. Gaining experience in being a security officer, a technician\'s assistant, office manager, and bookkeeper for the company.

Education

• College for Financial Planning

  CFP® Certification Professional Education Program

  2017

• University of Texas at Brownsville

  BBA, Finance

  2012 — 2013

• University of Texas at Brownsville

  BBA, Accounting

  2011 — 2012

Skills

• Financial Analysis
• Payroll
• Quickbooks
• Accounting
• Research
• Life Insurance
• Finance
• Public Speaking
• Fee-Only Financial Planning
• Insurance
• Strategic Planning
• Retirement Planning
• Social Media
• Management
• Team Building
• Comprehensive Financial Advisor
• Event Planning
• Investments
• Leadership
• Customer Service
• Wealth Management
• Financial Advisory
• Investment Fiduciary
• Financial Services