Orlando Ochoa
Financial Advisor, Sr. Vice President, at IHT Wealth Management
- Role
- Financial Advisor Sr Vice President at Iht Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About 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 LTC insurance. Orlando specializes in crafting personalized wealth management strategies for individuals, families, and small businesses. His approach is rooted in 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, 401k 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. Clear and consistent communication is central to Orlando’s practice. He schedules regular reviews to track progress and make adjustments 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 sons, 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. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial. For Hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit
Experience
Financial Advisor Sr Vice President
Jun 2014 — Present · Chicago IL, US
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