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.
