Samuel Ortiz, CFP
Ortiz Financial Services
Certified Financial Planner in Costa Mesa, CA
Address:940 S Coast Dr Ste 178
Costa Mesa, CA 92626
About Samuel Ortiz
Samuel Ortiz is a financial professional at Ortiz Financial Services located in Costa Mesa, California. Samuel Ortiz holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Samuel Ortiz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Samuel Ortiz940 S Coast Dr Ste 178
Costa Mesa, CA 92626
Phone Number:
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Website:
https://www.samortizcpa.com/
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