Fernando L. Ortiz,  CFP<sup>&reg;</sup> - Financial Advisor

Fernando L. Ortiz, CFP®

Senior Investment Advisor

Valeo Financial Advisors, LLC

2723 S. State Street, Suite 150
Ann Arbor, MI 48104
FINANCIAL ADVISOR'S WEBSITE
(248) 519-3433

General

Fernando Ortiz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Valeo Financial Advisors, LLC in Ann Arbor, MI and the surrounding communities.

Financial Advisor Overview

Helping you achieve lifelong financial well-being is the primary focus of Valeo Financial Advisers, LLC. We have a fiduciary duty to act in your best interest and adhere to a prudent, unbiased approach to managing your money. Our asset management process starts with learning about you and your goals. We will recommend a portfolio structure that invests your assets according to your specific time frame. We go beyond your portfolio to take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.

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Financial Advisor Experience

I am a Certified Financial Planner® professional with more than 25 years in financial services, with an emphasis on investment management, financial planning and retirement planning services. Prior to joining Veleo Financial Advisers, I spent 14 years with TIAA-CREF as a personal financial consultant and a wealth management advisor to university retirement plan participants.


With my background in a broad range of financial disciplines, I am able to help affluent investors find appropriate solutions for their needs. In addition to being a CFP®, I hold the Accredited Asset Management Specialist designation and the Series 65 securities license.


I am a member (and former board member) of the Financial Planning Association of Michigan and of the Washtenaw County Estate Planning Council. I have a Bachelor of Science degree from the University of Michigan and completed graduate studies at Eastern Michigan University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AAMS

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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