Wilfredo Ortiz

I am a New Jersey native who now resides in Palm Beach County, FL with my wife and three daughters. I graduated with honors from New Jersey Institute of Technology with a bachelor’s and master’s degree in Information Technology.

In my spare time, I enjoy spending time with my family, reading, traveling and giving back to the community.

I have been working in the financial services industry for over 15 years where I transitioned from a successful career in information technology sector. I began working for a major bank in a retail position and navigated my career to a role as Vice President in the Small Business Banking Division. I transitioned my career a Financial Services Professional role to offer my clients holistic planning solutions where I offer my business owners and individuals a comprehensive solutions to protect their assets, achieve financial independence and leave a legacy.

I’ve built my reputation on trust and integrity, making sure I address my client’s immediate needs. Then, strategically planning for tomorrow.

Let’s start working on your strategy for your financial future.