Val Ortega Email & Phone Number
Regional Head of Retirement Plans @ Modern Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Val Ortega Location
- Florida, United States
Val Ortega Work
- 2026 -now Regional Head of Retirement Plans @
- 2022 -2026 Director of Retirement Plan Consulting and Wealth Advisor Associate @
- 2019 -2022 Director @ HRB Retirement
- 2009 -2019 Regional Vice President Retirement Plans @
- 2006 -2009 Regional Account Manager @
Val Ortega Education
- Florida International University - College of Business Administration
Masters International Business (Finance, General)
2003-2005 - Florida International University - College of Business
Bachelor (Finance and International Business)
2000-2003 - St. Brendan High School
High School Diploma
1996-2000
Val Ortega Summary
- Val Ortega, based in Florida, United States, is currently a Regional Head of Retirement Plans at Modern Wealth Management. Val Ortega brings experience from previous roles at Legacy Wealth Management, HRB Retirement, Nationwide Financial and John Hancock. Val Ortega holds a 2003 - 2005 Masters International Business in Finance, General @ Florida International University - College of Business Administration. Val Ortega has 4 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Val Ortega?
Find contact details for 700 million professionals.
Others Named Val Ortega
Val Ortega
Regional Head of Retirement Plans
Florida, United States
Val Ortega
Server
Dallas, TX, US
Top Modern Wealth Management Employees
Mike Capelle
Co-founder and Co-CEO
San Juan Capistrano, CA, US
Mark Brown
Managing Director
Denver, CO, US
Joel Palatnik
Managing Director
Florida, United States
Allison Barrientos
Managing Director
Monterey, CA, US
Michelle Cannan
Managing Director, Head of Company Retirement Plan Services
New York, United States
Jennifer Stone
Managing Director, Executive Advisor
Boise, ID, US
Kyle Dunn
Managing Director ,Executive Financial Advisor
Rochester, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co