Marcus E. Ortega, Chfc, Rfc Email & Phone Number
@mosaicfa.com
2 phones found area 480
LinkedIn matched
Who is Marcus E. Ortega, Chfc, Rfc? Overview
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Marcus E. Ortega, Chfc, Rfc is listed as Chief Executive Officer of Mosaic Financial Associates | Investment Advisor Representative at Mosaic Financial Associates, a company with 8 employees, based in Paradise Valley, Arizona, United States. AeroLeads shows a work email signal at mosaicfa.com, phone signal with area code 480, and a matched LinkedIn profile for Marcus E. Ortega, Chfc, Rfc.
Marcus E. Ortega, Chfc, Rfc previously worked as Chief Executive Officer at Mosaic Financial Associates. Marcus E. Ortega, Chfc, Rfc studied at Northern Arizona University.
Email format at Mosaic Financial Associates
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AeroLeads found 1 current-domain work email signal for Marcus E. Ortega, Chfc, Rfc. Compare company email patterns before reaching out.
About Marcus E. Ortega, Chfc, Rfc
I believe that balance is imperative in an individual's personal and financial life in order to be as healthy and happy as possible. As a financial professional with more than 25 years of experience, I am committed to doing everything I can to ensure our clients receive the best service available to help them attain the level of financial freedom they aspire to, so they may find their balance of work and play. The impact I have on my clients extends beyond their monetary success and further into security, protection, and reassurance. Not only do I become their trusted advisor, but also a lifelong coach through their financial journey.I am a graduate of Northern Arizona University Business School and have earned the Chartered Financial Consultant (ChFC) designation awarded by The American College of Financial Services. I have also earned the Registered Financial Consultant (RFC) designation. My services are customized to the unique needs of each individual client and their families. To provide the highest standard of financial wisdom and knowledge, I complete annual courses in continuing education and remain abreast of developments and changes in the industry.Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.Mosaic Financial Associates - 7025 N. Scottsdale Rd, #115, Scottsdale, AZ 85253
Listed skills include Financial Services, Investment Advisory Services, Behavioral Finance, Trust Management, and 5 others.
Marcus E. Ortega, Chfc, Rfc's current company
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Marcus E. Ortega, Chfc, Rfc work experience
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Chief Executive OfficerMosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients. We help, executives, Orthopaedic Surgeons, & specialty physicians and their families with tax-efficient strategies designed to create, protect, and distribute wealth and provide financial freedom and confidence in your investments.
Colleagues at Mosaic Financial Associates
Other employees you can reach at mosaicfa.com. View company contacts for 8 employees →
Tara Hanson
Colleague at Mosaic Financial AssociatesGoodyear, Arizona, United States, United States
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Brianna Gebara
Colleague at Mosaic Financial AssociatesTempe, Arizona, United States, United States
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Alexandra Whitcher
Colleague at Mosaic Financial AssociatesPhoenix, Arizona, United States, United States
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Deidra Ortega
Colleague at Mosaic Financial AssociatesUnited States, United States
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Marcus E. Ortega, Chfc, Rfc education
Frequently asked questions about Marcus E. Ortega, Chfc, Rfc
Quick answers generated from the profile data available on this page.
What company does Marcus E. Ortega, Chfc, Rfc work for?
Marcus E. Ortega, Chfc, Rfc works for Mosaic Financial Associates.
What is Marcus E. Ortega, Chfc, Rfc's role at Mosaic Financial Associates?
Marcus E. Ortega, Chfc, Rfc is listed as Chief Executive Officer of Mosaic Financial Associates | Investment Advisor Representative at Mosaic Financial Associates.
What is Marcus E. Ortega, Chfc, Rfc's email address?
AeroLeads has found 1 work email signal at @mosaicfa.com for Marcus E. Ortega, Chfc, Rfc at Mosaic Financial Associates.
What is Marcus E. Ortega, Chfc, Rfc's phone number?
AeroLeads has found 2 phone signal(s) with area code 480 for Marcus E. Ortega, Chfc, Rfc at Mosaic Financial Associates.
Where is Marcus E. Ortega, Chfc, Rfc based?
Marcus E. Ortega, Chfc, Rfc is based in Paradise Valley, Arizona, United States while working with Mosaic Financial Associates.
What companies has Marcus E. Ortega, Chfc, Rfc worked for?
Marcus E. Ortega, Chfc, Rfc has worked for Mosaic Financial Associates.
Who are Marcus E. Ortega, Chfc, Rfc's colleagues at Mosaic Financial Associates?
Marcus E. Ortega, Chfc, Rfc's colleagues at Mosaic Financial Associates include Tara Hanson, Brianna Gebara, Alexandra Whitcher, and Deidra Ortega.
How can I contact Marcus E. Ortega, Chfc, Rfc?
You can use AeroLeads to view verified contact signals for Marcus E. Ortega, Chfc, Rfc at Mosaic Financial Associates, including work email, phone, and LinkedIn data when available.
What schools did Marcus E. Ortega, Chfc, Rfc attend?
Marcus E. Ortega, Chfc, Rfc studied at Northern Arizona University.
What skills is Marcus E. Ortega, Chfc, Rfc known for?
Marcus E. Ortega, Chfc, Rfc is listed with skills including Financial Services, Investment Advisory Services, Behavioral Finance, Trust Management, Real Estate Investment Trust, Mutual Funds, 401 Retirement Savings Plans, and Iras.
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