Financial Chef Asset Management LLC

At the Financial Chef, we know that planning your financial future can be stressful. That's why David Ortiz uses his 22 years of experience as a Certified Financial Planner (CFP®) and his training from the Culinary Institute of America to make organizing your finances as comfortable as possible: by having each meeting over a home-cooked meal. With a Retirement Planning certificate from the Wharton School of Business and a Retirement Income Certified Professional designation, The Financial Chef is uniquely qualified to help people achieve their maximum wealth potential while also satisfying their appetites and making them feel at home. Food and finance are two vital pillars of nourishment and stability. At the Financial Chef, we pride ourselves on our personal, empathetic practices by always catering to your culinary and financial tastes. Specializing in Retirement Income Planning, 401k Asset Allocations, Investment Management, and ongoing financial advising, we will work with you to customize a menu ripe with recipes for your financial success. We are located in Miami, Florida, but happy and available to work remotely with anyone who is a good fit!