Our Practice

 
 
 
Maria M. Ochoa, CLU®, ChFC® handles the financial affairs for a select group of families and small businesses in the area.  She started her career in the financial service industry in the early 1990's.  Maria has been most blessed in her 25 plus years in practice and has won numerous local and industry awards.
 
Being a leader in the insurance and financial services industry means continually striving for improvement.  To keep pace with clients' needs, Maria has access to new products and enhanced product features through her qualifying and lifetime membership in the Million Dollar Roundtable.  Membership in the Million Dollar Roundtable is strictly limited to the top 2% of all financial services professionals worldwide.
 
Maria graduated cum laude from the University of South Carolina with a BA degree in Journalism and Minor in Spanish.  As a native of Cuba, she is fluent in Spanish since she learned the language growing up.  Maria earned her Chartered Life Underwriter (CLU®) designation in 2001 and her Chartered Financial Consultant (ChFC®) in 2002 from the American College.  Maria is very active in her community and serves as a founding Board Member and President of the ALPFA Charlotte Chapter, Association of Latino Professionals for America.  She is married to her college sweetheart, David, and they make their home in Charlotte, NC along with their two daughters.
 
Because of my family history , I know first hand  the value of hard work and planning.   I bring my unique abilities and creative style to relating with my clients.  Financial Planning is more than a 1 dimensional math model.  Life happens!
 
Whether it's acting as a liason with a client's attorney or CPA, making referrals for services in related fields, or sponsoring lunches for employee benefits clients, I am committed to providing service that exceeds expectations. 
 
 
 
 
"Million Dollar Roundtable (MDRT) is recognized throughout the industry as a standard of excellence in life insurance sales performance.
 
Maria M. Ochoa, CLU®, ChFC® Financial and Insurance Services is not in the business of providing tax, legal or accounting advice.  Please consult your own professional advisors for tax, legal and accounting advice.
 
 
 

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