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Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm

Equitable Advisors - Private Wealth Group

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Corpus Christi, TX
Equitable Advisors - Private Wealth Group

We help you plan for tomorrow, so you can live for today.

Private Wealth Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

09/29/2026

Our clients don't hire us for products. They hire us for perspective, planning, and guidance.

That's why Aldo Ochoa, Jr., R. Andrew Flores CPWA®, CFP®, ChFC, CLU, and Darren Klinefelter, CFP®, ChFC® attended the Soaring Eagles forum at the headquarters of AllianceBernstein in Nashville, Tennessee. Top Equitable Advisors across the country came together to discuss collaboration, thought leadership, industry developments, and practice excellence. The forum provided opportunities to exchange ideas, challenge assumptions, and identify new ways to elevate the value we deliver in every client relationship. The value shaped by the people, ideas, and best practices we surround ourselves with.

09/14/2026

The badge is new. Our commitment to you isn't.

Members of the Private Wealth Group recently earned the Wealth Planning Fiduciary credential through the Wharton Wealth Planning Fiduciary Program, expanding their knowledge in complex areas of wealth and retirement planning.

Because continuing education isn't about collecting credentials. It's about helping you make more informed financial decisions with confidence.

Congratulations to:
• R. Andrew Flores, CFP®, CPWA®, AEP®, ChFC®, CLU®
• Darren Klinefelter, CFP®, ChFC®
• Aldo Ochoa, Jr.
• Alex Soler, ChFC®, CLU®

08/20/2026

Please join us in celebrating a major milestone!

Congratulations to Darren Klinefelter on passing the CFP® Exam and officially becoming a CERTIFIED FINANCIAL PLANNER™ professional! Becoming a CERTIFIED FINANCIAL PLANNER™ professional requires significant commitment, discipline, and expertise, and we couldn't be more proud of his accomplishment.

Well deserved, Darren! 🎉👏

06/25/2026

At the 2026 National Leaders Forum (NLF), our PWG advisors were proudly recognized alongside leading Equitable advisors from across the country. This premier annual conference serves as a dynamic hub for industry insights, peer collaboration, and strategic business development within Equitable Advisors.
We are proud to congratulate Aldo Ochoa, Andrew Flores, and Jonathan Powell on earning the prestigious Gold Eagle Award—a distinguished honor that reflects their exceptional leadership, forward-thinking approach, and commitment to redefining and advancing financial planning frameworks to keep pace with a rapidly evolving and increasingly complex wealth landscape.
We would also like to recognize Aldo Ochoa for his exceptional leadership as a featured guest speaker, where he shared forward-looking insights on the modern business model and the future of the profession—emphasizing the importance of evolving financial planning approaches to navigate the growing complexities of today’s wealth environment.
These recognitions are truly well-deserved, and we are incredibly proud of the meaningful impact these advisors continue to make every day.

👏 Congratulations again to Aldo, Andrew, and Jonathan on this remarkable achievement! 👏

06/23/2026

We’re proud to celebrate Ryan Reyna for earning his Chartered Life Underwriter (CLU®) designation—an outstanding accomplishment that reflects his commitment to excellence in financial planning and client service.

With this achievement, Ryan enhances our team’s capabilities and demonstrates advanced expertise in navigating complex insurance solutions and wealth transfer strategies.
At PWG, we believe in continuous growth so we can provide our clients with the most current insights and highest level of guidance—and Ryan’s accomplishment is a great example of that dedication in action.

We’re incredibly proud of Ryan’s hard work and look forward to his continued success and impact.

👏 Congratulations, Ryan! 👏

05/27/2026

We’re Hiring!
As our team continues to grow, we’re excited to add a Client Relationship Manager to help us deliver the responsive, high touch service our clients expect.
This role focuses on client service and relationship support—handling day to day account requests, onboarding and follow through, coordinating paperwork, and ensuring timely, accurate communication.
We’re looking for a detail oriented, results driven professional who’s a strong communicator, enjoys helping people, and takes ownership of tasks from start to finish. You’ll work alongside a respected team, grow professionally, and make a real impact on the client experience.
Interested or know someone who’d be a great fit?
Message me for details and to make an introduction. I’d love to connect!

05/01/2026

We’re Hiring in Houston!
As our team continues to grow, we’re excited to add a Client Relationship Manager to help us deliver the responsive, high touch service our clients expect.
This role focuses on client service and relationship support—handling day to day account requests, onboarding and follow through, coordinating paperwork, and ensuring timely, accurate communication.
We’re looking for a detail oriented, results driven professional who’s a strong communicator, enjoys helping people, and takes ownership of tasks from start to finish. You’ll work alongside a respected team, grow professionally, and make a real impact on the client experience.
Interested or know someone who’d be a great fit?
Message us for details and to make an introduction. We’d love to connect!

04/29/2026

Yesterday, the Private Wealth Group Austin Team had the pleasure of hosting a small group of clients at the Grove Westlake. The evening featured excellent food, drinks and engaging company. The relaxed setting provided a perfect opportunity to connect over shared interests, experiences and visions. We hope these gatherings serve as a reminder to experience moments of joy, connection, and a life fully lived—made possible by the work you do.

04/22/2026

Shout out to our Men Who Cook; Hondo Harris, Hunter Gall, and Jack Adams with Private Wealth Group! The Portfolio Pitmasters had a great time competing in the 13th Annual Men Who Cook fundraiser benefiting Ronald McDonald House Charities South Texas this past weekend! 🌮🍹
Thanks to everyone who supported us—we’re proud to take 5th place and contribute to such a worthy cause! 👏❤️

Address

1102 Santa Fe
Corpus Christi, TX
78404

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Website

http://www.planpwg.com/

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