Before coming onboard with Cornermen Financial, Loretta worked with New York Life handling life insurance policies. Her financial services career began in 1990 at Frost Bank, where she realized how much she enjoys working and helping individuals with their financial needs. In the early 2000s, Loretta worked closely with the president of a local Credit Union until becoming a founding partner and CFO of a local third-party marketing firm in San Antonio for 11years. However, Loretta missed working one-on-one with clients. While helping her parents decide what Medicare plan to sign up for, she realized that there are so many others that could use this knowledge and assistance. Soon after, Loretta received her license to offer assistance in Medicare, Life Insurance, Health Insurance and LTC Insurance.
Loretta is married to Mike, a Navy veteran and has two children Christian 21 and Caleigh 17. Loretta and Mike are also fur-parents of Loki, a 4yr old Boston Terrier/Boxer mix.
Outside of work, Loretta enjoys working in her garden with her husband, spending time with her children including her fur-baby. She is an avid fitness and health food junkie. She loves working out, strength/resistance training and going to Pilates. She also researches and prepares healthy foods but does enjoy the occasional cheat meal which is usually Mexican food
Please be advised that presently Loretta Moreno is a supervised person of Sequent Planning, LLC, a Registered Investment Adviser.
Cornermen Financial is independently owned & operated. Cornermen Financial is not a registered financial services company. Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First insurance Group (FFIG) and Sequent Planning are wholly owned subsidiaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning. This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site. Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm's information on these websites by searching for Sequent Planning or by our firm CRD number 160381