Sergio V. Ortiz Email & Phone Number
Wealth Management Advisor @ The Strategic Wealth Group at Meridian Wealth Management
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Sergio V. Ortiz Location
- Tucson, AZ, US
Sergio V. Ortiz Work
- Wealth Management Advisor @ (September 2023 - Present)
- Vice President, Wealth Advisor @ (June 2022 - September 2023)
- Financial Advisor @ (January 2020 - May 2022)
- System Engineer @ (September 2018 - January 2020)
- Aircraft Systems Engineer @ (August 2017 - September 2018)
- System Engineer @ (June 2015 - July 2017)
- System Engineer @ (June 2014 - June 2015)
- Engineer @ (July 2013 - January 2014)
- Technician Aid @ (June 2012 - August 2012)
Sergio V. Ortiz Education
- Pepperdine Graziadio Business School
(Certified Financial Planner (CFP®))
2023-2026 - University of Arizona
Bachelor of Science - BS (Systems Engineering)
2009-2014
Sergio V. Ortiz Skills
- Retirement Income Strategies
- Portfolio Management
- Investment Management
- Retirement Planning
- Tax Planning
- Investments
- Wealth Management
Sergio V. Ortiz Summary
- Sergio V. Ortiz, based in Tucson, AZ, US, is currently a Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management. Sergio V. Ortiz brings experience from previous roles at Goldman Sachs, Northwestern Mutual and Northrop Grumman. Sergio V. Ortiz holds a 2023 - 2026 Pepperdine Graziadio Business School. With a robust skill set that includes Retirement Income Strategies, Portfolio Management, Investment Management, Retirement Planning, Tax Planning and more. Sergio V. Ortiz has 1 emails and 2 mobile phone numbers on RocketReach.
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