I moved to Phoenix Arizona in January of 2008. My wife and I were living in Southern California, where I am originally from. My wife's parents found a beautiful part of Phoenix, known as Ahwatukee. We instantly fell in the love with the community. We had goals of starting a new family and a new career. I found Edward Jones in May 2008, which at the time, the recession had already started 5 months prior.
My experiences the first year working with Edward Jones, is why I am now an 11-year veteran. They trained me to handle the greatest financial crisis of my age and also taught me how to help members of my community. My firms' experience and my thirst for it allowed me to be an optimist while the uncertainty at the time seemed like it would never end. It did.
In my 11 years with my firm having now three children, I've learned so much from my clients and truly look forward to partnering with them in the years to come. As I always say, our best days are always ahead of us, never behind.
I do give back to my community in serving as a board member on Kyrene School District Foundation. We serve a 27 school system - K-5 family.
In multiple years I have been recognized from the Ahwatukee Chamber of Commerce.
I've been featured in articles within the WSJ, Arizona Republic and Ahwatukee Foothills News.
Earned my AAMS®
Earned my CRPS®
Became a limited partner with Edward Jones in 2016.
Today, I work with three types of clients; retirees, close to retirement clients and businesses with employer-sponsor plan needs. We have an established process to understand what is important to you. We tailor your investments to meet your goals. Lastly, we partner with you to help make sure you stay on track of your goals.
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Phone NumberJoseph B Ortiz at (480) 753-7664
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