About Us
What We Strive For
Welcome to Legado Financial Group, a financial advisory firm dedicated to helping you achieve your financial dreams and live a great story. We strive to create a safe and judgment-free environment where you can openly discuss your financial aspirations and challenges. Our experienced professionals provide personalized guidance and support every step of the way, aiming to create a warm and welcoming environment for you to feel comfortable sharing your goals.
What sets us apart is our unwavering commitment to treating every client with respect, integrity, and care. We believe in building strong relationships based on trust and understanding. At Legado Financial Group, your success is our success. We are dedicated to providing you with comprehensive financial solutions tailored to your unique circumstances and objectives, whether you are planning for retirement, saving for your children's education, or navigating a major life transition.
Thank you for considering Legado Financial Group as your trusted financial partner. We look forward to the opportunity to serve you and help you write the next chapter of your financial story.
Why We Do What We Do
The core values that guide us in every interaction and decision we make are stewardship, trust, growth, relationships, and legacy. As stewards of your financial future, we take our responsibility seriously. We strive to earn your trust through transparency, honesty, and consistency in our actions. We believe in the power of growth, both in your financial portfolio and in our relationship with you. We value the relationships we build with our clients, grounded in mutual respect and understanding. And we understand the importance of preserving and enhancing your legacy for future generations.
We believe that everyone deserves a trusted partner in their financial journey – someone who will remain loyal to them, form a solid foundation of partnership, and always act in their best interest. We aim to demystify financial planning, showing you that it doesn't have to be complicated. With us, you'll have a team of dedicated professionals by your side, committed to helping you navigate your financial journey with confidence and peace of mind.
Founder Hector Elizondo
I am proud to serve as a CERTIFIED FINANCIAL PLANNER™ (CFP®) at Legado Financial Group, with a career spanning over 26 years in the financial services industry. My role at Legado Financial Group primarily involves meeting with and advising clients, a responsibility I take on with great passion and dedication. My journey began with a BBA in Finance from Texas A&M University, after which I gained my initial industry experience at Ford Motor Credit.
I am motivated by the opportunity to make a positive impact on people's lives, understanding their behaviors and attitudes about money, and guiding them on a path to financial stability. I find great joy in demystifying financial planning for my clients, demonstrating that it doesn't have to be intimidating but can be an empowering and enlightening process.
One of my areas of focus is Behavioral Finance, particularly working with first-generation wealth. I believe that the greatest value I provide for my clients lies in my ability to listen empathetically, stay abreast of industry trends and tools, and foster long-lasting relationships.
Born and raised in Laredo, Texas, I now call Austin home. I live here with my wonderful wife, Amy, and our two sons, Trey and Drew. Outside of my professional life, my passions are my family, food, and travel. Most of my time is spent creating lifelong memories with my family, cooking together, and laughing heartily. We love exploring Austin's vibrant food scene and immersing ourselves in its rich musical and entertainment venues.
Hector Elizondo, Jr. has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University’s Coaching Center of Excellence in partnership with Equitable Advisors, LLC.
Marketing DirectorAmy Elizondo
As the Marketing Director at Legado Financial Group, where my primary responsibilities encompass a wide range of activities, including client onboarding, managing our website and social media presence, client communication, organizing educational and client events, and community outreach. My journey in the financial services industry spans over 11 years, starting with my role as a Loan Officer at HomeTrust Mortgage. I graduated from Texas A&M University with a Bachelor of Arts in Speech Communications and a minor in Business Administration. What motivates me the most in my role is the opportunity to share information that empowers our clients to make financial decisions that align with their goals.
The aspect of my job that I find most fulfilling is planning events, celebrating milestones, and maintaining personal touches with our clients. I firmly believe that the greatest value I can provide to our clients is personalized care, treating each client as a unique individual with distinct needs and aspirations.
I'm a native of Corpus Christi, Texas, and I currently reside in Austin, Texas, with my husband and our two wonderful boys. Beyond my professional life, I'm an active member of the booster club at my boys' school and Austin Allies. These roles allow me to foster community spirit and also provide my family and me with valuable exposure to diverse situations, fostering appreciation for others. In my free time, I love to entertain, spend time with my family and friends, and engage in genuine and meaningful conversation.
client relations managerLarissa Mallen
As the Client Relations Manager at Legado Financial Group, I assist in servicing client accounts and policies, preparing and submitting relevant paperwork, and ensuring proper filing. I also help clients with any changes needed in their contracts or contact information and support our advisors in preparing for new meetings and client onboarding. I've been in the financial services industry for over seven years, and before joining Equitable Advisors, I worked at UBEO. What I enjoy most about my role is the relationships I've built with our clients over the years. These relationships make it easier and more rewarding to provide the service and assistance they need.
Interacting with people is a highlight of my daily work. Whether it's coworkers, clients, or service representatives I've worked with over the years, these interactions enrich my role and allow me to provide the best service possible. I believe my greatest value lies in my empathy, communication skills, and ability to understand and anticipate the needs of our clients. These qualities help me connect with clients on a deeper level and deliver services that meet their unique needs.
I'm a native of Austin, Texas, and I currently live in Buda, Texas, with my fiancé, Michael. I'm a twin, and my sister has four children who I enjoy spending a lot of time with. Outside of work, I'm a member of Promiseland Church, a welcoming community for believers of all backgrounds. In my free time, I enjoy reading, creating projects with scrapbooking supplies and paper products, and learning how to crochet. I also love attending local events with my family and thrifting. These activities allow me to express my creativity, connect with my community, and spend quality time with my loved ones.