Orlando Houston
Managing Partner - Financial Consultant at Ohana Wealth Legacy
- Role
- Financial Consultant at Equitable Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Consultant
Feb 2020 — Present
Education
University of Pittsburgh
Bachelor of Arts in Economics
2009 — 2011
Skills
- Mutual Funds
- Ltc Insurance Planning
- Annuities
- Retirement Planning
- 401k or 403b Services
- Term Life Insurance Planning
- Estate Planning Services
- Bond Services or Strategies
- 401k, 403b , 401k Rollover Distribution Planning
- Alternative Investment Strategies
- Asset Allocation Services
- Wealth Management
- 529 Plans
- Life Insurance Planning
- Estate Planning Strategies
- Mutual Fund Planning Strategies or Services
- Insurance Planning
- Variable and Fixed Annuity Planning Strategies or Services
- Long Term Care
- 529 Plan Strategies
- Asset Allocation Strategies
- Disability Insurance Planning
- Financial Services
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