MARCUS E. ORTEGA
Investment Advisor Representative
Chief Executive Officer
I believe that balance is imperative in people’s personal and financial life in order to be as healthy and happy as possible. I strive to do everything I can to ensure our clients receive the best service available to help them attain the level of financial freedom they aspire to. The impact I have on my clients extends beyond their monetary success. I aim to provide a vision of what their financial future can be, and become their trusted advisor and coach throughout their lifelong financial journey.
Since 1994, I have worked with doctors addressing their unique issues. I believe in a proactive, preventative approach, similar to our clients’ view of preventative medicine. We have carefully crafted a financial planning firm based on our core tenets that I am proud to see making a difference in people’s lives every day. Seeing families realize their financial goals while simultaneously living an enriching life is very meaningful to me.
Our services are customized to the unique needs of each individual client and their families, and we hold ourselves to the highest standards in order to provide an incomparable depth of wisdom and knowledge. As such, I complete annual courses in continuing education to remain abreast of developments and changes in the industry.
I am a graduate of Northern Arizona University Business School. I earned the Chartered Financial Consultant (ChFC) designation awarded by The American College of Financial Services and am also a Registered Financial Consultant (RFC).
I live in Gilbert, Arizona with my wife, Deidra and my children, Jayden and Marcus.