Steven Ortega Email & Phone Number
Wealth Manager and COO @ Guidelight Financial
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Steven Ortega Location
- Norwalk, CT, US
Steven Ortega Work
- 2011 -now Wealth Manager and COO @
- 2013 -now Registered Principal @
- 2009 -2013 Professional Affiliate @ Westport Resources
- 2003 -2009 Vice President @
Steven Ortega Education
- Queens College
Steven Ortega Skills
- Wealth Management
- Strategic Financial Planning
- Financial Services
- Investments
- 401k
- Retirement Planning
- Retirement
- Finance
- Asset Management
- Defined Benefit
- IRAs
- Profit Sharing
- Asset Managment
- Strategy
- Financial Advisory
- Securities
- Wealth Management Services
- Financial Planning
- Management
- Wealth
- FINRA
- Small Business
- IRA Rollovers
- SEP
- ETFs
Steven Ortega Summary
- Steven Ortega, based in Norwalk, CT, US, is currently a Wealth Manager and COO at Guidelight Financial. Steven Ortega brings experience from previous roles at Cambridge Investment Research, Westport Resources and Banc of America Investment Services. Steven Ortega holds a Queens College. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Financial Services, Investments, 401k and more. Steven Ortega has 2 emails and 2 mobile phone numbers on RocketReach.
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