Isabel Ortiz is a CERTIFIED FINANCIAL PLANNER® and Certified Estate & Trust Specialist (CES™) serving Greater Orlando and Central Florida. A graduate of the University of Central Florida’s finance program, Isabel began her career in financial services immediately after graduation and has spent her professional life focused on one question: How do you help someone build real financial confidence?

Isabel specializes in retirement planning for Central Florida families, including 401(k) rollover analysis, retirement income structuring, and investment management.

What sets Isabel apart isn’t just her credentials — it’s how she works. She’s a fiduciary for advisory clients, which means she’s legally required to put client interests first. She asks more questions than she gives answers, at least in the beginning. And she speaks plainly so you can understand. 

Working with a CFP® professional means partnering with someone who has met rigorous education, experience, and ethical requirements focused on helping clients make informed financial decisions with confidence.