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Adriana E

Series 65, Series 63

San Antonio, TX

Equitable Advisors

Adriana Espinoza is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2022, she held roles at USAA and worked in education-related positions, including at Idea Public Schools and Wetmore Elementary. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and provides both discretionary and non-discretionary advisory services through a variety of program sponsors and endorsed TAMPs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Justin T

Series 63, Series 65

San Antonio, TX

Equitable Advisors

Justin Torres is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Victory Capital Services, Inc. and USAA Financial Advisors, Inc. among others. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through a hybrid referral and implementation model that utilizes third-party asset managers and LPL programs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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