Christian Ortez, AIF - LPL Financial
Financial Consulting
Comprehensive wealth management, financial planning and tactical investment management for Silicon Valley tech executives, affluent families, and pre-retirees.
Phone: (669) 231-0200
3031 Tisch Way San Jose, CA 95128 ·2327.11 mi
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Reviews
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Fernando C.
12/19/17
Christian has been extremely helpful and informative when picking investments. He listens to my needs and advises the right type of assets.
More Amber B.
03/09/17
Great working with Christian Ortez to set up my 401K rollover. This was the first time I had to open an IRA and rollover a 401K after switching companies. He was very patient and asked lots of...
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