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Isabel Ortiz, CFP®

Isabel Ortiz, CFP®

Wealth Management Advisor

Hello! I'm glad you're here.

This is our opportunity to talk via phone about why you reached out to us & to answer any questions you have. We'll discuss any next steps or meetings at that time.

I am a SmartVestor Pro, that can help with retirement planning, investment management, college savings, and much more.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Synergy Investment Management, an SEC registered investment advisor. Synergy Investment Management and Synergy Wealth Alliance are separate entities from LPL Financial.