Manny Ortiz, Cfp®, Mba

Manny Ortiz, Cfp®, Mba Email and Phone Number

Orlando, FL, US
Manny Ortiz, Cfp®, Mba's Location
Orlando, Florida, United States, United States
Manny Ortiz, Cfp®, Mba's Contact Details

Manny Ortiz, Cfp®, Mba work email

Manny Ortiz, Cfp®, Mba personal email

About Manny Ortiz, Cfp®, Mba

I partner with highly affluent business owners, professionals, real estate investors and members of the Hispanic community whose wealth scenarios have evolved to more sophisticated sets of objectives. I deliver thought leadership and a strong knowledge of the capital markets to help clients transform their success into financial freedom for themselves and future generations.I present clients with the opportunity to curate bespoke wealth plans and address the comprehensive nature of complex financial scenarios. I take a long-term planning approach that considers estate and tax strategies so that clients may protect and preserve their wealth in an efficient manner. By tapping the firm’s specialists, I integrate my clients’ needs for income generation, cash management, risk mitigation, liquidity strategies, lending and private investment goals. I am a natural connector, and offer access to the Commercial Bank, Investment Bank and other lines of business.

Manny Ortiz, Cfp®, Mba's Current Company Details
Occidental Asset Management, LLC

Occidental Asset Management, Llc

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Managing Partner
Orlando, FL, US
Manny Ortiz, Cfp®, Mba Work Experience Details
  • Occidental Asset Management, Llc
    Managing Partner
    Occidental Asset Management, Llc
    Orlando, Fl, Us
  • J.P. Morgan Private Bank
    Vice President, Banker
    J.P. Morgan Private Bank Jan 2024 - Present
    J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
  • Charles Schwab
    Vice President - Financial Consultant
    Charles Schwab Jun 2019 - Jan 2024
    Orlando, Florida Area
  • Charles Schwab
    Planning Consultant
    Charles Schwab Nov 2018 - May 2019
    Orlando, Florida Area
  • Charles Schwab
    Investment Consultant
    Charles Schwab Feb 2017 - Nov 2018
    Orlando, Florida
  • Charles Schwab
    Asset Transition Specialist
    Charles Schwab Dec 2012 - Feb 2017
    Orlando, Florida
  • Td Bank Group
    Business Banker
    Td Bank Group Apr 2012 - Dec 2012
    Altamonte Springs, Florida

Manny Ortiz, Cfp®, Mba Skills

Microsoft Excel Microsoft Office Financial Analysis Project Management Customer Service Strategic Planning Powerpoint Microsoft Word Banking Investments Business Analysis Strategic Financial Planning Business Strategy Negotiation Insurance Lotus Notes Spanish Account Management Sales Finance Marketing Financial Modeling Financial Services Loans Credit Coaching Financial Planning

Manny Ortiz, Cfp®, Mba Education Details

Frequently Asked Questions about Manny Ortiz, Cfp®, Mba

What company does Manny Ortiz, Cfp®, Mba work for?

Manny Ortiz, Cfp®, Mba works for Occidental Asset Management, Llc

What is Manny Ortiz, Cfp®, Mba's role at the current company?

Manny Ortiz, Cfp®, Mba's current role is Managing Partner.

What is Manny Ortiz, Cfp®, Mba's email address?

Manny Ortiz, Cfp®, Mba's email address is mo****@****ive.com

What schools did Manny Ortiz, Cfp®, Mba attend?

Manny Ortiz, Cfp®, Mba attended University Of Central Florida, Rollins College.

What skills is Manny Ortiz, Cfp®, Mba known for?

Manny Ortiz, Cfp®, Mba has skills like Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Powerpoint, Microsoft Word, Banking, Investments, Business Analysis, Strategic Financial Planning.

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