Orlando Houston

CA Insurance License #OM20849

Office Address: 
6 PPG Place, Suite 510
Pittsburgh, PA 15222

Becoming a wealth manager has not only been a career ambition but has become a personal mission of mine. I am in the financial planning industry to help people develop a financial mindset of saving for the future, building long-lasting client relationships based on this principle. Many Americans are not well-versed in finance; whether it be credit, debt, higher education strategies, or retirement planning. I help 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 I provide my clients with allows them to have the financial means and freedom they need for every phase in life.

I’ve focused my business on providing wealth management services and financial education. 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

▪  Life, disability, and long-term care insurance

▪  Estate conservation

▪  Actively managed investment accounts

▪  Annuities

In line with my personal mission. I obtained the position as Regional Vice President with Equitable Advisors, LLC, actively working with those who share my passion to help others achieve financial security. I developed newly hired financial professionals and guided them to provide their clients with a process that leads to objective, comprehensive financial strategies. Our collective goal is to positively impact the financial lives of others, one client at a time. I’m a graduate of the University of Pittsburgh, earning a Bachelor’s degree in Economics.