Michael Ortola

Wealth Manager/Financial Advisor @ NetVEST Financial, LLC | Master\'s in Finance

Role: Wealth Manager Financial Advisor at Netvest Financial, Llc
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Michael Ortola

I am a Wealth Manager and Financial Advisor at NetVEST Financial, LLC, where I offer…

Experience

Wealth Manager Financial Advisor
Netvest Financial, Llc
Aug 2023 — Present · US
Registered Representative offering securities and investment advisory services through Cetera Advisor Networks LLC - a Broker/Dealer and Registered Investment Adviser. Member FINRA, SIPC. Tax and legal services offered through NetVEST Financial, LLC. Cetera Advisor Networks LLC does not provide legal or tax advice. Cetera is under separate ownership from any other named entity.9059 E Bahia Dr, Scottsdale, AZ, 85260

Education

Grand Canyon University
Master's degree, Finance, General
Northern Arizona University
Finance, investment and market anlaysis
2016 — 2020

Contact information

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Work email
m•••••••@netvestllc.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Netvest Financial, Llc

Financial Services · 10 employees · Scottsdale, Arizona, United States

NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs. Our philosophy consists of a 360-degree approach to wealth planning- the uniting of disciplined investment management, thorough tax planning, careful estate planning, and diligent cash-flow management. Built on the premise that every part of one’s financial life has an interdependent and complex relationship with the other, we provide our clients with a select group of in-house specialists that are skilled in the following areas: Investment management Retirement planning Trust design Estate planning strategies Tax planning strategies Insurance planning Education planning Our philosophy here at NetVEST is simple and straight-forward-to protect financial goals and dreams, provide the utmost in personalized service, and to treat client’s assets and estate with the same care as if they were our own. Securities offered through Registered Representative of Cetera Advisor Networks, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Advisory services are offered through Summit Financial Group, Inc, a registered investment advisor. Member FINRA & SIPC This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

netvestllc.com

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About Michael Ortola

Experience

Wealth Manager Financial Advisor

Education

Grand Canyon University

Northern Arizona University

Find verified contacts for anyone on LinkedIn