About David Ortiz
I have a beautiful, supportive family, an adoring wife and 2 wonderful children. I’m a licensed Investment Advisor Representative and have been in business for over 26 years.
To date, I’ve helped nearly 3,000 clients with their financial or estate planning needs (in most cases both). And I’m happy to say, for nearly a decade I have worked EXCLUSIVELY on a referral basis only.
Also, most people I work with trust me for more than just their financial and estate planning services. Many rely on me to recommend other people for services that they may need. Because of my extensive experience and connections, I often have the answers for them. Yet I can tell you this, if I don’t have the answer I know where to get and if I can’t do the service I know someone who can.