Edward Jones - Financial Advisor: Michael A Ortiz, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Michael Ortiz is a Certified Financial Planner (CFP®) and financial advisor based in San Diego, California. He provides comprehensive financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Michael is dedicated to helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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