Christian Ortez
Founder & Managing Director at Saxe Capital | Strategic Wealth Advisor for 7–9 Figure Entrepreneurs | Integrating the Personal, Financial & Business Domains to Build Transferable Enterprise Value.
- Role
- Founder Managing Director Wealth Advisor at Saxe Capital
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Christian Ortez
I’m a finance entrepreneur who\'s built a firm to help other time-strapped entrepreneurs…
Experience
Founder Managing Director Wealth Advisor
Apr 2018 — Present
Education
San Jose State University
Bachelors
Harvard Business School
Graduate
Skills
- Series 7
- Investment Strategies
- Alternative Investments
- Series 65
- Securities
- Estate Planning
- Tax
- Asset Managment
- Asset Allocation
- Mutual Funds
- Wealth
- Fixed Annuities
- Portfolio Management
- Wealth Management
- Insurance
- Series 63
- Retirement Planning
- Finra
- Finance
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Investments
- Financial Services
- Financial Analysis
- Trust Services
- Financial Planners
- Investment Management
- 401k
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