Christopher Ortiz Email & Phone Number

WHAT I DO: I help investors achieve their goals by developing a customized financial program.WHO I WORK WITH: I partner with all types of investors including professional athletes, movie and television personalities, agents, lawyers and accountants.WHY IT WORKS: When you partner with Arete Wealth Management we are committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.WHAT MAKES ME DIFFERENT: I realized early on that the financial world is unnecessarily complex and it should not be that way. I have the unique ability to translate complex investment advice into a language anyone can understand so that clients can make smart money decisionsAs a former college and professional athlete I understand the concept of teamwork. With over 24 years of experience and my team approach we can provide a personalized program that will act as a road map toward a more secure financial future I hold series 7, series 63, series 24, series 4, series 65, series 66, and series 79 licenses. I was also registered with the NFLPA Financial Advisor program HOW IT WORKS: First we would meet via phone to discuss your needs. I would provide a free evaluation and discuss the services I can provideREADY TO TALK: You can reach out to me directly here on linkedin, email me at christopher.ortiz@aretewealth.com , you can visit my website www.christophermortiz.com or call me direct at 631-881-0710Securities offered through Arete Wealth Management, member FINRA/SIPCAdvisory services offered through Arete Wealth Advisors, an SEC registered investment advisor

Listed skills include Former Professional Basketball Player, Portfolio Management, Investments, Risk Management, and 3 others.