CFP®, MSBA - WEALTH MANAGER
- San Diego, CA
- Ph: (760) 349-1749 Fax: (206) 838-3681 email@example.comCarolina Ortiz
Carolina Ortiz is a dedicated and accomplished financial professional, holding the prestigious title of
CERTIFIED FINANCIAL PLANNER™ ⓘ
practitioner. She obtained her bachelor's degree in economics from the University of California Los Angeles (UCLA) and further expanded her knowledge by studying abroad in Madrid, Spain, where she acquired a minor in Spanish. Carolina's pursuit of expertise led her to earn a Master of Science specializing in Financial and Tax Planning from San Diego State University. She embarked on her career in the financial services industry in 2002, commencing her journey with UnionBanc Investment Services.
Throughout her professional trajectory, Carolina has consistently demonstrated her commitment to helping individuals and families achieve their financial goals. Additionally, she spent seven years at USAA Wealth Management, where she dedicated her expertise to assisting military families with their retirement and financial plans.
Motivated by her desire to provide clients with personalized and focused financial guidance, Carolina made the courageous decision to establish her own independent practice. This momentous step led to the inception of Shared Vision Wealth Group, where she wholeheartedly devotes herself to addressing her clients' financial planning needs.
As a comprehensive financial advisor, Carolina assumes the primary responsibility of offering comprehensive financial advice to her clients. Her areas of specialization encompass retirement planning, investment strategy, risk management, and charitable and legacy planning. By employing a disciplined financial planning process, Carolina empowers her clients to grow, protect, and distribute their wealth effectively. She derives immense satisfaction from developing genuine connections with her clients and guiding them toward their financial goals.
Being a native of southern California, Carolina cherishes the natural beauty and vibrant culture of her surroundings. When she's not immersed in her professional endeavors, she finds joy in playing softball and cherishing quality moments with her husband Fernando, and their three children, Chloe, Cara, and Anthony.
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