Roland Ortiz is an investment advisor and wealth manager. He believes each person is unique in what they want out of life and that no one person's plans or dreams can fit the mold of others.

His focus is only you and what you want to achieve. His success is directly measured by your success.

Roland prides himself on providing objective advice extended with individual attention for each client.

Currently an investment advisor representative for Athena Wealth Management, Roland has 17 years of practice in the financial and legal industry. Roland holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative.

Listen to this informative Legacy Leaders episode with Roland Ortiz about strategic investment planning.

Here is what to expect on this week’s show:

● Roland discusses wealth management: rather than solely concentrating on high returns, prioritize comprehensive financial planning that encompasses estate, tax, financial, and business aspects to ensure long-term success.

● Roland understands the importance of creating a game plan. Develop a clear roadmap for your financial goals, understanding how contributions and investments will lead to desired outcomes such as retirement security, property ownership, or funding education.

● Roland suggests seeking a financial advisor who offers a range of services beyond just investment management, tapping into their knowledge of estate planning, tax strategies, and business planning for a more robust financial approach.

Connect with Roland:

Website: https://www.myathenawealth.com/

LinkedIn: https://www.linkedin.com/in/roland-ortiz-80662227/

With your Guest Host: Matrona Jessica Ward

Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion.

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