Valerie Ortega Email & Phone Number
Director of Retirement Plan Consulting and Wealth Advisor Associate @ Legacy Wealth Management
Valerie Ortega's Location
Miami, Florida, United States
Valerie Ortega's Work
- Director of Retirement Plan Consulting and Wealth Advisor Associate @ Legacy Wealth Management
- Director @ HRB Retirement
- Regional Vice President Retirement Plans @ Nationwide Financial
- Regional Account Manager @ John Hancock Financial Services
Valerie Ortega's 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
Valerie Ortega's Skills
- 401k
- Retirement
- Retirement Planning
- Series 63
- Mutual Funds
- Series 6
- Pensions
- Fixed Annuities
- Investments
- Financial Services
Valerie Ortega's Summary
Valerie Ortega, based in Miami, Florida, United States, is currently a Director of Retirement Plan Consulting and Wealth Advisor Associate at Legacy Wealth Management, bringing experience from previous roles at HRB Retirement, Nationwide Financial and John Hancock Financial Services. Valerie Ortega holds a 2003 - 2005 Masters International Business in Finance, General @ Florida International University - College of Business Administration. With a robust skill set that includes 401k, Retirement, Retirement Planning, Series 63, Mutual Funds and more, Valerie Ortega contributes valuable insights to the industry. Valerie Ortega has 1 email on RocketReach.
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