Carmen Delia Ortiz, Ph.D, Mba, Cfp Email and Phone Number
Carmen Delia Ortiz, Ph.D, Mba, Cfp work email
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Carmen Delia Ortiz, Ph.D, Mba, Cfp personal email
Currently seeking conscious professionals and entrepreneurs to participate in BETA program of start up Transcendent Financial Planning, LLC, an ethical-spiritual business offering Universal access to "real" personal financial planning with our breakthrough Self-Directed Transcendent Financial Planning System. We invite you to discover the unique opportunity to participate as member of our Activators Group. Click for details and contact me for further information if inspired and interested .https://transcendentfinancialplanning.com/Feel free to contact me via email. carmen@transcendentfinancialplanning.comSummary of my second career in the fields of financial planning and entrepreneurship (1985- present) Over 35 years’ experience in personal financial planning and holistic business coaching: -MBA Columbia Business School , New York City (1984) -Owner CD Ortiz Financial Management Group, financial planning company, New York and Miami - First Hispanic to be awarded the Certified Financial Planner designation(1988) • Over 10 years coaching business owners on the shift to Industry 4.0 technologies, products and services.• Produced and shared over 100 innovative business development tutorial videos and Podcasts in Spanish and English. • International Bilingual motivational speaker.• International expert in hiring and creating multilingual/multinational virtual freelancing teams. • Diversity and inclusion advocate.Highlights Second Career Accomplishments1. Certified as a Content Marketing Specialist by Digital Marketer2. Lead instructor "Starting an Innovative Business" Cisco Entrepreneur Institute, Mexico (2012)3. Certified LinkedIn Marketing Specialist by Freelance University ((2021)4. Selected as international speaker to address topic of “The Cloud”, by the Mexico Association of Women Business Owners ( AMMJE) (2018)5. Founder President of the US Hispanic Women’s Chamber of Commerce6. Named Hispanic Woman Businesswoman of the year, New York State7. Served as advisor to the US Small Business Administration8. Founded the Florida Hispanic Real Estate Institute9. Selected “National Rookie of the Year” by Investors Diversified Services, company known today as Ameriprise Financial
Oneness Financial Empowerment, Inc.
View- Website:
- onenessfinancialempowerment.org
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Founder PresidentOneness Financial Empowerment, Inc.Miami, Fl, Us
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Founder And CeoTranscendent Financial Planning Nov 2021 - PresentOur Mission:To offer Universal access to our Self-Directed Transcendent Financial Living System, empowering every person to design and embody a transcendent financial life, regardless of economic status, race, nationality, gender, or sexual orientation -
Co- Founder Supraconciencia, LlcSupraconciencia, Llc Jan 2020 - PresentWe are committed to the expansion of human consciousness through ethical-spiritual entrepreneurship. To achieve our mission, company is developing the emerging ethical-spiritual business model. -
Co-FounderTeen Evolution Ventures , Llc Mar 2021 - PresentOur Mission:To create safe and fun learning spaces where members of Generation Z, including diverse LGBTQ + teens of color and those with functional disabilities, can develop their enormous potential and psychospiritual strength. From there, they will join the global movement of leaders committed to the expansion of human consciousness.We also support the social actors that impact the life of teenagers with communities for mothers-fathers and educators. -
Co-FounderGlobal Evolution Education Jan 2021 - PresentAn emerging not-for profit company on a mission to transform education through technology based psychoeducational resources that convert schools into spaces of Unity, personal growth and seeds of Peace for the world.Learn more about us here https://globalevolutioneducation.org/
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Co- FounderSabia Partners, Inc. Aug 2008 - May 2016Company's mission was to build a global alliance of wise latina businessowners. It provided training in personal financial planning while preparing entrepreneurs to build succesful businesses in the new digital economy. Dr. Ortiz was responsible for developing and delivering live and online training on entrepreneurship and holistic financial planning.
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Trainer Holistic Personal Financial PlanningSelf-Employed Jan 1998 - Jun 2006Austin, Tx, UsHost of Money Management show in Orlando and creator/presenter of personal financial planning seminars and workshops. -
OwnerCreative Financial Entreprises, Inc. Jul 1996 - Jul 1998Company's mission was to create the personal financial planning industry in Puerto Rico.
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OwnerCd Ortiz Financial Management Group, Inc Jul 1989 - Jun 1997Financial Planning and Investment Advisory Firm offering comprehensive financial planning and investment management services.
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Program OfficerU.S. Department Of Education - Fund For The Improvement Of Postsecondary Education Sep 1982 - Jul 1983
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Director Bilingual Education ProgramsBank Street College Of Education Sep 1976 - Jun 1983New York, Ny, UsDeveloped the first Masters Degree in bilingual special education in the USA. Recruited and secured full scholarships for the first Hispanic students . Raised over $1.2 million from federal grants to support bilingual teacher training programs .
Carmen Delia Ortiz, Ph.D, Mba, Cfp Skills
Carmen Delia Ortiz, Ph.D, Mba, Cfp Education Details
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Columbia Business SchoolCorporate Finance And Investment Management -
College For Financial PlanningPersonal Financial Planning
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Texas Woman'S UniversityTeacher Training And Adult Education
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Seton Hall UniversityBilingual And Multilingual Education
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Universidad De Puerto RicoAdult Education
Frequently Asked Questions about Carmen Delia Ortiz, Ph.D, Mba, Cfp
What company does Carmen Delia Ortiz, Ph.D, Mba, Cfp work for?
Carmen Delia Ortiz, Ph.D, Mba, Cfp works for Oneness Financial Empowerment, Inc.
What is Carmen Delia Ortiz, Ph.D, Mba, Cfp's role at the current company?
Carmen Delia Ortiz, Ph.D, Mba, Cfp's current role is Founder President.
What is Carmen Delia Ortiz, Ph.D, Mba, Cfp's email address?
Carmen Delia Ortiz, Ph.D, Mba, Cfp's email address is cd****@****ers.com
What schools did Carmen Delia Ortiz, Ph.D, Mba, Cfp attend?
Carmen Delia Ortiz, Ph.D, Mba, Cfp attended Columbia Business School, College For Financial Planning, Texas Woman's University, Seton Hall University, Universidad De Puerto Rico.
What are some of Carmen Delia Ortiz, Ph.D, Mba, Cfp's interests?
Carmen Delia Ortiz, Ph.D, Mba, Cfp has interest in Children, Economic Empowerment, Civil Rights And Social Action, Politics, Environment, Poverty Alleviation, Science And Technology, Human Rights, Animal Welfare, Arts And Culture.
What skills is Carmen Delia Ortiz, Ph.D, Mba, Cfp known for?
Carmen Delia Ortiz, Ph.D, Mba, Cfp has skills like Entrepreneurship, Social Media, Marketing, Social Networking, Social Media Marketing, Digital Marketing, Public Speaking, Business Development, Online Marketing, Strategy, Coaching, Mobile Marketing.
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