Our Story
Founder Carol Ochoa built Your Secure Retirement to be the kind of firm she once needed: personal, compassionate, and deeply attuned to life’s transitions.
After years in the corporate insurance world, Carol made a purposeful shift toward women-focused financial services, driven by a calling to offer guidance rooted in empathy, not ego. Drawing from her experience as a single mother and long-time financial provider, she knows firsthand how heavy the responsibility can feel—and how isolating financial decision-making can be, especially for women facing retirement alone.
That lived experience shaped her financial planning approach: thoughtful, judgment-free, and grounded in connection. As a respected financial advisor for women approaching retirement, Carol and her team have become a trusted guide and a safe harbor for clients seeking answers, understanding, and strategic planning.