Schedule a Demo

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets

Recent Action! Articles

7 essential steps to create a million-dollar financial advisory firm

How financial advisors can prepare for the next tech revolution

The Great Wealth Transfer, AI and technology's impact on RIA practices

Luis Ochoa

Corporate Strategy, Wealth Management

BIO

Luis focuses on corporate strategy for asset and wealth management organizations. Throughout his career, he's worked closely with senior leaders to define, structure, and lead initiatives. Luis' expertise includes leading strategic planning, organizing monthly business reviews, establishing new capabilities (e.g., digital / innovation), and managing cross-team initiatives. He is a graduate of Stanford University, where he was a member of the varsity fencing team.