Meet Our Team

Maria M. Ochoa, CLU^®, ChFC^®

Financial Advisor

Maria M. Ochoa, CLU^®, ChFC^® is a financial adviser concentrating on working with business owners and high net worth individuals. Maria began her financial planning practice in 1991 with New York Life. Today, she handles the finances of select families in the Southeast and represents leading financial services firms. Maria has won numerous local and national awards and is a life member of the Million Dollar Roundtable which represents the top 2% of all financial services professionals worldwide.

Born in Havana, Cuba, Maria immigrated to the United States in 1962 with her family. She graduated cum laude from the University of South Carolina in only 3 years with a Bachelor of Arts degree in Journalism and a Minor in Spanish. Maria is the past Chair of Development of the Charlotte Symphony and past chair of the Pastoral Council of her church. Maria also served as the Past President of ALPFA Charlotte Chapter, the leading national Latino organization that develops future Latino leaders.

She is married to her college sweetheart, David and they have 2 daughters. They make their home in Charlotte, NC.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Yeva Shalmiyeva

Manager, Client Relations

Yeva joined Maria Ochoa Financial & Insurance Services as a Client Relations Manager in August 2017. She is responsible for all aspects of client service and administrative support.

Yeva obtained her NC Life and Health License in December 2019. She graduated from Barnard College with a Bachelor of Arts degree in Economics.