AMBER ORTIZ
City National Bank
As a Certified Exit Planning Advisor (CEPA®), Amber Ortiz is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Amber Ortiz - CEPA - City National Bank - Santa Barbara, California, city=Santa Barbara, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=amber-ortiz, lname=Ortiz, designations=[CEPA], hs_object_source_id=28461106, hs_created_by_user_id=44511833, hs_createdate=1663079394719, cohortium_profile_title=Amber Ortiz | Wealth Manager at City National Bank | CEPA Connect Member, state=California, hs_was_imported=true, id=2835612777, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Amber Ortiz, email=amber.ortiz@cnb.com, cohortium_meta_description=Connect with Amber Ortiz, a specialized Wealth Manager working with City National Bank based in California. Credentials include: CEPA., associated_contact_record_id=3461801, website=https://www.cnb.com/, is_editable=editable, url_slug_2=amber-ortiz, impersonate_user_url=https://exit-planning-institute.org/member-detail/amber-ortiz?impersonation=true, full_name=Amber Ortiz, hs_lastmodifieddate=1769663001933, phone=(805) 981-2779, company_name=City National Bank, name=Amber, hs_object_id=2835612777, associated_resources=0, hs_object_source=IMPORT, postal_code=93108, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=44511833}
- Advisor Type: Wealth Manager
- Website:
https://www.cnb.com/ - Phone: (805) 981-2779
- City: Santa Barbara
- State: California
- Postal Code: 93108
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: City National Bank
