Hector Elizondo

Legado Financial Group, LLC

Role
Financial Consultant at Equitable Advisors
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Hector Elizondo

I am proud to serve as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Legado Financial Group, with a career spanning over 25 years in the financial services industry. My role at Legado Financial Group primarily involves meeting with and advising clients, a responsibility I take on with great passion and dedication. My journey began with a BBA in Finance from Texas A&M University, after which I gained my initial industry experience at Ford Motor Credit.I am motivated by the opportunity to make a positive impact on people\'s lives, understanding their behaviors and attitudes about money, and guiding them on a path to financial stability. I find great joy in demystifying financial planning for my clients, demonstrating that it doesn\'t have to be intimidating but can be an empowering and enlightening process.One of my areas of focus is Behavioral Finance, particularly working with first-generation wealth. I believe that the greatest value I provide for my clients lies in my ability to listen empathetically, stay abreast of industry trends and tools, and foster long-lasting relationships.Born and raised in Laredo, Texas, I now call Austin home. I live here with my wonderful wife, Amy, and our two sons, Trey and Drew. Outside of my professional life, my passions are my family, food, and travel. Most of my time is spent creating lifelong memories with my family, cooking together, and laughing heartily. We love exploring Austin\'s vibrant food scene and immersing ourselves in its rich musical and entertainment venues.Hector Elizondo, Jr. has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University’s Coaching Center of Excellence in partnership with Equitable Advisors, LLC.

Experience

  1. Financial Consultant

    Equitable Advisors

    Nov 1998 — Present

Education

  • Texas A&M University

    BBA, Finance

    1989 — 1993

  • Harvard University

    Executive Education, Investment Analysis & Behavioral Finance

    2014 — 2014

Skills

  • Investment Strategies
  • Estate Planning
  • Risk Management
  • Strategic Financial Planning
  • Retirement Planning
  • Life Insurance
  • Wealth Management

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Hector Elizondo — Financial Consultant at Equitable Advisors in Austin, TX, US | Unifers