Angelo Ochoa

Investment Advisor

Angelo Ochoa was born and raised in Waco, Texas. After receiving a BBA in Management from Tarleton State University he went to work for Central National Bank as a commercial vault teller. After being promoted to a personal banker position, Angelo enjoyed helping clients manage their financial affairs and meet their financial needs.

In the fall of 2010, coming from a large family of teachers, Angelo began teaching in the Academy of Business and Finance at A.J. Moore Academy in Waco which later moved to University High School. Along with his teaching responsibilities, he oversaw the school’s volunteer income tax assistance (VITA) program which allowed him to teach income tax accounting to his business and finance students. Since 2010, as IRS certified volunteer tax preparers, his students were able to complete over 10,000 hours of community service, e-filing over 25,000 tax returns, all at no cost to Central Texas families. These returns totaled over 40 million dollars in refunds to the Waco community. After being named University High School’s teacher of the year, he said goodbye to teaching in the summer of 2019 to join the team at Disciplined Investors.

When not in the office, Angelo can be found at Cottonwood Creek Golf Course, or enjoying time with family and friends around Waco. He still volunteers with Waco ISD as much as possible, where his wife Jamie and other family members teach. Along with Jamie, daughter Abby, and sons Garner, Henry, and James, he attends Calvary Baptist Church in Waco. He has served as chairman of Calvary’s Finance Committee, has served as a LEAD mentor working with Waco ISD high school students, is active with Cen-Tex Hispanic Chamber of Commerce and is a member of University High School’s Business Advisory Board.

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