Isabel Ortiz, CFP®

Isabel Ortiz, CFP®

Wealth Management Advisor

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. 

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
- CERTIFIED FINANCIAL PLANNER™ Practitioner 

In her spare time, Isabel enjoys exercising, trying new restaurants, and playing with her cat.