Edward Jones-Financial Advisor: Michael Ortiz

Edward Jones-Financial Advisor: Michael Ortiz Providing financial guidance and building trust through helping clients achieve their long term financial goals.

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Learn more https://bit.ly/3SABZUF Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/3SABZUF Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

Learn more https://bit.ly/4cQ89Cm I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4cQ89Cm I can help you explore key considerations that come with executive compensation and complex wealth.

https://bit.ly/4i3PTc9 Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/30/2026

https://bit.ly/4i3PTc9 Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

Learn more https://bit.ly/4xwuQny Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/4xwuQny Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4zJyhJ5 From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4zJyhJ5 From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4d5dcik Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4d5dcik Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Learn more https://bit.ly/4y2utRv A successful business exit often starts well before a sale or transition. I can help y...
08/25/2026

Learn more https://bit.ly/4y2utRv A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

Learn more https://bit.ly/4wHoaSp Executive compensation can be complex. I can help you make informed decisions about yo...
08/24/2026

Learn more https://bit.ly/4wHoaSp Executive compensation can be complex. I can help you make informed decisions about your financial future.

Learn more https://bit.ly/4quLtNz Your wealth can help support the people and causes that matter most. I can help you pl...
08/23/2026

Learn more https://bit.ly/4quLtNz Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/4qvm8TE Your business represents years of hard work and dedication. I can help you think through successi...
08/23/2026

https://bit.ly/4qvm8TE Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

Address

12396 World Trade Drive Suite 111
San Diego, CA
92128

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

Telephone

+18587984026

Website

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