AeroLeads people directory · profile

Felix Pacheco Email & Phone Number

Principal - Financial Advisor at CAPTRUST

Location: Spring, Texas, United States 1 work role 1 school

1 work email found @engravewealth.com LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 86%

Current company

CAPTRUST

Role

Principal - Financial Advisor

Location

Spring, Texas, United States

Company size

621 employees

Who is Felix Pacheco? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Felix Pacheco is listed as Principal - Financial Advisor at CAPTRUST, a with 621 employees, based in Spring, Texas, United States. AeroLeads shows a work email signal at engravewealth.com and a matched LinkedIn profile for Felix Pacheco.

Felix Pacheco holds Ba, Bachelor Of Arts from Sam Houston State University.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Felix Pacheco's masked contact details.

{first}.{last}@engravewealth.com

86% confidence

AeroLeads found 1 current-domain work email signal for Felix Pacheco. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Felix Pacheco

23+ years of retirement planning for Chevron, ExxonMobil, BP, Shell, Hess, Marathon, Oxy, and other oil and chemical companies to reduce the amount of taxes paid and executing a defined risk management process to optimize portfolio returns. Contact me by email: Felix.pacheco@engravewealth.com or call 281-616-5935 to see why so many calculated colleagues have found favor with Engrave Wealth.

Current workplace

Felix Pacheco's current company

Company context helps verify the profile and gives searchers a useful next step.

Captrust

Principal - Financial Advisor

raleigh, north carolina, united states

Website

captrustadvisors.com

Employees

621

AeroLeads page

Company profile

View company profile Email format

1 role

Felix Pacheco work experience

A career timeline built from the work history available for this profile.

Principal - Financial Advisor

Captrust

Jan 2024 - Present - The Woodlands, Texas, United States

A successful retirement is more than just portfolio returns. We know that keeping more of those returns rather than sending those gains to taxes is the key to succeeding in retirement. We identify the most efficient tax and exit strategy to limit "Uncle Sam's" reach from your retirement dollars through our Tax Optimization process. If you would like to know how to limit the taxes owed from your retirement call me at 281-616-5935 for a custom built retirement and tax optimization plan.

Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

Grant Verhaeghe Colleague at CaptrustRaleigh, North Carolina, United States View → DD

Daryl Deke Colleague at CaptrustOrange County, California, United States View → KM

Kristin Moistner Colleague at CaptrustNoblesville, Indiana, United States View → GG

Ginger Glenn, Iaccp® Colleague at CaptrustMontgomery, Alabama, United States View → JD

John Dickens, Aif® Colleague at CaptrustFort Worth, Texas, United States View → MA

Mark A. Deprez, Cima® Colleague at CaptrustIndianapolis, Indiana, United States View → SH

Scott Harvey Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States View → BG

Ben Goldstein Colleague at CaptrustRaleigh, North Carolina, United States View → JH

Josh Hudson, Cfa Colleague at CaptrustSan Antonio, Texas Metropolitan Area, United States View → MG

Maxwell Goodman Colleague at CaptrustAustin, Texas, United States View →

1 education record

Felix Pacheco education

Sam Houston State University

Bachelor Of Arts

FAQ

Frequently asked questions about Felix Pacheco

Quick answers generated from the profile data available on this page.

What company does Felix Pacheco work for?

Felix Pacheco works for CAPTRUST.

What is Felix Pacheco's role at CAPTRUST?

Felix Pacheco is listed as Principal - Financial Advisor at CAPTRUST.

What is Felix Pacheco's email address?

AeroLeads has found 1 work email signal at @engravewealth.com for Felix Pacheco at CAPTRUST.

Where is Felix Pacheco based?

Felix Pacheco is based in Spring, Texas, United States while working with CAPTRUST.

What companies has Felix Pacheco worked for?

Felix Pacheco has worked for Captrust.

Who are Felix Pacheco's colleagues at CAPTRUST?

Felix Pacheco's colleagues at CAPTRUST include Grant Verhaeghe, Daryl Deke, Kristin Moistner, Ginger Glenn, Iaccp®, and John Dickens, Aif®.

How can I contact Felix Pacheco?

You can use AeroLeads to view verified contact signals for Felix Pacheco at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Felix Pacheco attend?