CHRISTIAN ORTEZ

Hi, I'm Christian Ortez. Over the past 20 years, I’ve advised successful entrepreneurs, executives, and business owners through liquidity events, growth transitions, succession strategies, and retirement — helping them pursue financial independence and strategic freedom.

My background includes previous wealth management roles at Merrill Lynch, JP Morgan, and Smith Barney (now Morgan Stanley). I earned a bachelor’s degree in business administration from San Jose State University and am an alumnus of the Harvard Business School at Harvard University.

I hold multiple professional designations, including:

▪️ Certified Exit Planning Advisor (CEPA®)

▪️ Accredited Investment Fiduciary (AIF®)

▪️ Certified Plan Fiduciary Advisor (CPFA®)

If you’ve built something meaningful and want to coordinate your wealth, tax, and business strategy through one integrated system, visit my website and let's talk.

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Hi, I'm Christian Ortez. Over the past 20 years, I’ve advised successful entrepreneurs, executives, and business owners through liquidity events, growth transitions, succession strategies, and retirement — helping them pursue financial independence and strategic freedom.

My background includes previous wealth management roles at Merrill Lynch, JP Morgan, and Smith Barney (now Morgan Stanley). I earned a bachelor’s degree in business administration from San Jose State University and am an alumnus of the Harvard Business School at Harvard University.

I hold multiple professional designations, including:

▪️ Certified Exit Planning Advisor (CEPA®)

▪️ Accredited Investment Fiduciary (AIF®)

▪️ Certified Plan Fiduciary Advisor (CPFA®)

If you’ve built something meaningful and want to coordinate your wealth, tax, and business strategy through one integrated system, visit my website and let's talk.

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