"Christian has been an amazing partner of mine for over 10 years helping me navigate strategies as an early-in-career young adult onwards. He is always listening to what my goals, ideas, and concerns are and helps me map out the plan for how to best accomplish long-term success. Over the years, his guidance has helped me prepare me for retirement. Christian has always been extremely accessible to help with input and direction on a moment’s notice, always only a phone call or text away. The close 1:1 relationship allows him to give personalized feedback, specific to what he knows are my goals. This is very different than robo-advisors or different advising services I have used in the past where there is no awareness or context of who I am or what my objectives are. Working with Christian has allowed me to access investment avenues I’d never have as an individual investor, access to different lending options, and more. I couldn’t recommend working with him strongly enough"

This statement is a testimonial by a client of the financial professional as of 03/11/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Christian has been my portfolio advisor for several years now. He is very professional, straightforward, and explains the ins and outs of financial investments in a way that’s relatable and easy to understand. He listens well; I always feel comfortable asking for clarification or more information and I can openly discuss any concerns. And he accommodates my ever-changing schedule. I think he is also caring, genuine, and trustworthy. I highly recommend him!"

This statement is a testimonial by a client of the financial professional as of 08/28/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Christian Ortez is an absolutely wonderful wealth manager, and I have been working with him for years. He assisted me with setting up my retirement accounts, and has kept me on track. He has navigated me through several job 401k changes, and also helped navigate me through the death of my mother in 2016 (and all of the financials that went along with that). The trust & friendship that has been built is what keeps me with him."

This statement is a testimonial by a client of the financial professional as of 09/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Christian has provided our family with portfolio advisement for well over 15 years. His explanations of investment options are easy to understand and often includes multiple options to choose from. He is always available to answer any questions and gets back to you promptly. We have and will continue to recommend Christian to our friends and family with no hesitation."

This statement is a testimonial by a client of the financial professional as of 02/27/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Christian Ortez has been our financial advisor for several years. He’s extremely knowledgeable and is able to explain in layman terms everything to us about our financial plan. As importantly, he is a very caring person who genuinely cares deeply about giving us the best financial advice possible. I highly recommend him."

This statement is a testimonial by a client of the financial professional as of 09/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"I’ve been working with Mr. Ortez since 2021, and I’m truly grateful to have met and teamed up with him. He not only took the time to explain how my plan would work, but also guided me to the appropriate portfolio to align with my financial goals. Ortez regularly checks in with me, provides brief updates on my portfolio, and answers any questions I have. He’s always transparent—there are no hidden fees or undisclosed information. His integrity and professionalism really stand out. I would be more than happy to recommend Mr. Ortez and his firm’s services to my family and friends."

This statement is a testimonial by a client of the financial professional as of 07/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Christian has been my financial advisor for at least 15 years. I have total confidence in the way he handles my money. So much that when my mother passed, my siblings trusted his recommendations to handle the money she left for us. Another thing that I appreciate about Christian is the promptness of his response to my calls or inquiries. During these times of uncertainty in the world I know that Christian is always looking to do the best for his clients."

This statement is a testimonial by a client of the financial professional as of 06/25/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Christian has been my financial advisor for many years. He has helped me with a couple 401k rollovers. He is very thorough, easy to work with, easy to understand and has great follow through."

This statement is a testimonial by a client of the financial professional as of 08/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"I have been working with Christian Ortez for two decades. He is a hard worker and a pleasure to work with. He is always ready to help anytime I need him to explain what is going on with my accounts, sometimes more than once. He understands how I think and works well with me."

This statement is a testimonial by a client of the financial professional as of 08/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Beyond his market knowledge Christian Ortez is an excellent communicator. He has a remarkable ability to explain complex financial concepts in a clear, understandable way. He is prompt in responding to questions and regularly checks in to review my portfolio performance."

This statement is a testimonial by a client of the financial professional as of 09/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.