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Felix Pacheco Email & Phone Number

Retiring from BIG OIL, BIG PHARMA, or Aerospace. What’s your tax plan for that? Call Felix at 281-616-5935 and see how to limit the reach of the IRS from your retirement. We solve the tax problem in retirement! at CAPTRUST

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

1 work email found @engravewealth.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 86%

Current company

CAPTRUST

Role

Retiring from BIG OIL, BIG PHARMA, or Aerospace. What’s your tax plan for that? Call Felix at 281-616-5935 and see how to limit the reach of the IRS from your retirement. We solve the tax problem in retirement!

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 Retiring from BIG OIL, BIG PHARMA, or Aerospace. What’s your tax plan for that? Call Felix at 281-616-5935 and see how to limit the reach of the IRS from your retirement. We solve the tax problem in retirement! at CAPTRUST, a company 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 previously worked as Principal - Financial Advisor at Captrust. Felix Pacheco holds Ba, Bachelor Of Arts from Sam Houston State University.

Company email context

Email format at CAPTRUST

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{first}.{last}@engravewealth.com

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

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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

Retiring from BIG OIL, BIG PHARMA, or Aerospace. What’s your tax plan for that? Call Felix at 281-616-5935 and see how to limit the reach of the IRS from your retirement. We solve the tax problem in retirement!

raleigh, north carolina, united states

Website

captrustadvisors.com

Employees

621

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Company profile

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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 →

CF

Christopher Frain Cws® Crps® C(K)P® Colleague at Captrust Chesterton, Indiana, United States, United States View → BP

Brooke Porter Colleague at Captrust West Des Moines, Iowa, United States, United States View → BR

Beth Raymond, Cfp® Colleague at Captrust Boston, Massachusetts, United States, United States View → KE

Katie Eldred, Aif® Colleague at Captrust Denver, Colorado, United States, United States View → MP

Matthew Patrick Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States View → JK

Josh Kirk Colleague at Captrust Raleigh, North Carolina, United States, United States View → KJ

Kati Jones Colleague at Captrust Fort Worth, Texas, United States, United States View → CM

Charlie Macbain, Caia Colleague at Captrust Raleigh, North Carolina, United States, United States View → CP

Chris Perkins Yan Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States, United States View → WS

Wes Schantz, Chfc® Colleague at Captrust Allentown, Pennsylvania, United States, 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 Retiring from BIG OIL, BIG PHARMA, or Aerospace. What’s your tax plan for that? Call Felix at 281-616-5935 and see how to limit the reach of the IRS from your retirement. We solve the tax problem in retirement! 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 Christopher Frain Cws® Crps® C(K)P®, Brooke Porter, Beth Raymond, Cfp®, Katie Eldred, Aif®, and Matthew Patrick.

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?

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

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