John Ortiz

About John Ortiz

Hi LinkedIn,Before money can be invested, it has to be protected, structured, and positioned correctly.That’s where I come in.I work with business owners and self-employed professionals to protect income and assets first, then help them build a durable financial foundation using life insurance, annuities, and Medicare — so everything else in their financial plan actually works.Most people I meet are doing “well,” but their income and assets are exposed, inefficiently structured, or dependent on assumptions they’ve never pressure-tested. My role is to bring clarity to that foundation before problems show up.What I Focus OnI help business owners and 1099 professionals-> Protect income and assets from unnecessary risk-> Create tax-efficient financial foundations using properly structured life insurance and annuities-> Plan for retirement and income transitions without relying on employer benefits-> Navigate Medicare as part of a broader financial strategy-> Build a structure that supports long-term planning — not just short-term decisionsHow I WorkI don’t manage investments or compete with financial advisors.I frequently collaborate with CPAs and CFPs, handling the foundation and protection side of the plan while they focus on investment management and securities. This allows clients to benefit from specialized expertise without overlap or conflict.When additional services are needed (tax preparation, payroll, employee benefits), I coordinate with trusted professionals — so clients stay focused on strategy, not vendors.My Approach-> Protect first-> Structure second-> Then build from a position of strength.If you’re a business owner or self-employed professional looking to protect what you’ve built and create a financial foundation that supports smarter planning — let’s connect.Feel free to DM me and start a conversation.John OrtizFinancial Foundation & Protection StrategistInsure Your Success

Experience

1. Business Owner

   Insure Your Success

   May 2020 — Present · Anaheim, CA, US

   At our company, we advocate a straightforward path to financial prosperity for both business owners and diligent individuals. Our aim is to assist you in curbing overspending, maximizing tax credits, and establishing partnerships with our network of professionals who are dedicated to finding improved solutions for you. Our approach incorporates proven techniques, utilizing a range of products and services, all aimed at facilitating the accomplishment of your financial objectives. If we cannot effectively aid you in reducing overspending and discovering methods to build your wealth, then we genuinely believe we do not deserve your patronage. To commence, let us initiate an assessment of your financial well-being. Subsequently, you will gain a clearer understanding of the starting point necessary for your journey.

Education

• California State University, Fullerton

  Bachelor of Arts - Criminal Justice, Criminal Justice

  1988 — 2017

Skills

• Manufacturing
• Building Automation
• Strategic Planning
• Energy Conservation
• Integration
• Account Management
• Product Development
• Contract Negotiation
• Start-Ups
• Business Strategy
• Architectural Lighting
• Sales Management
• Strategy
• Business Development
• Lighting
• Product Marketing
• Energy Audits
• Management
• Energy Management
• Lighting Control
• Entrepreneurship
• Project Management
• Green Building
• Solid State Lighting
• Led Lighting Systems
• Leed
• Product Management
• Sales
• Electricians
• Electrical Engineering
• Lighting Design
• Leadership
• Energy Efficiency