Broker Check

Alejandro J Ochoa, CRPC®

The "Professional" Me

My Approach: I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

Over the course of the years I spent building my practice in Los Angeles I have had the opportunity to work with many clients from a variety of fields and of different ages. From Millennials to those of the Greatest Generation, I have been able to develop services to address each person's unique needs. IN addition, I was fortunate to be able to do niche work with individuals in the Entertainment Industry and with Small Business Owners.

Career before True Wealth Management: Prior to founding True Wealth Management, I spent 13 years with Ameriprise Financial. I originally started my practice in the LA Area, focusing on Financial Planning and Wealth Management.

Education: BA, Management, California State University at Long Beach BA, Operations Management, California State University at Long Beach

Licenses & Designations: CRPC®, Series 7, 66 Registrations. Securities Licenses held in: AZ, CA, CO, IL, WI, FL. Variable Annuities, Life, Health & Long Term Care Insurance. CA Insurance Lic#0E15343.