Phil Ortiz Email & Phone Number

I'm Phil Ortiz, founder of Clarifi Partners. My professional journey began in the U.S. Marines, where I spent 2.5 years cultivating leadership skills, tenacity, and a deep sense of responsibility that later became the bedrock of my financial services career.Following my time in the Marines, I embarked on a rewarding journey in financial services as a funding specialist with Empower Group. In no time, I ascended to become the top advisor, driven by my unparalleled expertise, resilience, and genuine dedication to client relationships.Over the course of my 9-year tenure at Empower Group, I've had the privilege of advising and funding clients across all industries and sizes, and what stands out is my firm belief in client retention. I view my clients as partners, and that philosophy has helped me maintain enduring relationships.In 2023, I decided to harness my entrepreneurial spirit and venture into my own business, Clarifi Partners. Here, we're doing what I love - helping businesses navigate their financial paths - but now under my direct leadership.At Clarifi Partners, we're all about cultivating top-tier funding specialists to ensure we offer the best possible service. Just as I have always done, we put a major emphasis on client retention, carrying forward the spirit of partnership, commitment, and outstanding service that has defined my career.Join me and the team at Clarifi Partners as we aim to set new standards in the financial services industry.

Listed skills include Leadership, Sales, Banking, Funding, and 15 others.