Meet Your Advisor - Isabel Ortiz, CFP®

Meet Your Advisor - Isabel Ortiz, CFP®

Isabel started her career in the financial services industry shortly after graduating from the University of Central Florida with a Bachelor of Science Degree in Finance. Isabel loves to learn more about her clients' situations and goals, and how to develop a plan to reach those goals. In 2022, she became a CERTIFIED FINANCIAL PLANNER™ professional. 

Areas of Experience

- Comprehensive Financial Planning
- Investment Analysis and Management
- Wealth Accumulation, Preservation and Distribution Management Strategies
- Risk Management Strategies

Education and Licensing

- B.S. in Finance, University of Central Florida
- Series 7, FINRA General Securities License
- Series 66, FINRA Uniformed Combined State Law License


Merit Wealth Advisors

Merit Wealth Advisors

This is our local team located in Maitland, Florida. 

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LPL Financial

LPL Financial

The #1 Independent Broker/Dealer in the U.S. 

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Merit Financial Advisors

Merit Financial Advisors

Our headquarter hub located in Alpharetta, GA.

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