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Carolina Ortiz

Wealth Manager

Carolina Ortiz is a CERTIFIED FINANCIAL PLANNER™ practitioner.  Carolina graduated from the University of California Los Angeles (UCLA) with a bachelor's degree in economics. While studying abroad in Madrid, Spain, she obtained a minor in Spanish. She also earned a Master of Science specializing in Financial and Tax Planning from San Diego State University.

She began her career in the financial services industry in 2002 with UnionBanc Investment Services. Most recently, she spent the last 7 years working at USAA, helping military families with their retirement and financial plans.

Her primary responsibility is to provide comprehensive financial advice to her clients. She specializes in retirement, investment strategy, risk management, charitable and legacy planning needs. Using a disciplined financial planning process, she helps you with the process of growing, protecting and distributing your wealth. What she enjoys most about her role is getting to know her clients and helping them with their financial goals.

Carolina is a southern California native. She especially enjoys playing softball and spending time with her husband Fernando and their three children, Chloe, Cara and Anthony.

Carolina Ortiz
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