Michael Ortiz, Financial Advisor located in San Diego, CA

Financial Advisor
Michael A Ortiz

CFP®
11440 W Bernardo Ct Suite 272, San Diego, CA 92127opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Golfing
  • Hiking
  • Spending Time with Family

Team Members

  • Katherine Burgess
    Sr. Branch Office Administrator
  • Alison Gray
    Sr. Branch Office Administrator
  • Krista Hagwood
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(858) 521-8496

Fax

(888) 754-0539

Office Address

11440 W Bernardo Ct Suite 272
San Diego, CA 92127opens in a new window

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