Broker Check
Orlando  Houston

Orlando Houston

Financial Consultant

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Becoming a wealth manager has not only been a career ambition but has become a personal mission of Orlando Houston. He is in the financial planning industry to help people in his community develop a financial mindset of saving for the future, building long-lasting client relationships based on this principle.

Orlando is the first person in his family to earn a college degree, which is one of the reasons why he is so passionate about helping others succeed. Many Americans are not well-versed in finance, whether it be credit, debt, higher education strategies, or retirement planning. Orlando helps others develop a sound financial strategy that can impact their lives and the lives of future generations. It gives me great satisfaction to know that that advice he provides his clients with allows them to have the financial means and freedom they need for every phase in life.

As a member of the Retirement Benefits Group, Orlando has focused his business on providing wealth management services and financial education to meet the retirement needs of those who build and serve our communities – educators and staff in our public schools, colleges, and universities; hospitals and municipal workers; and nonprofit employees. In addition to making the most of their retirement programs, I believe it’s important to take a holistic approach to other areas of their financial lives as well. This includes the areas of:

  • Group and individual retirement plans
  • College savings strategies
  • Life, disability, and long-term care insurance
  • Estate conservation
  • Actively managed investment accounts
  • Annuities

In line with his personal mission, Orlando obtained the position as Regional Vice President with Equitable Advisors, LLC, actively working with those who share his passion to help others achieve financial security. He developed newly hired financial professionals and guided them to provide their clients with a process that leads to objective, comprehensive financial strategies.

Orlando is a graduate of the University of Pittsburgh, earning a Bachelor’s degree in Economics. He resides in Monroeville, Pennsylvania with his wife and three children.


California Insurance License #: OM20849

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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