Sergio V. Ortiz

WORK HISTORY

EDUCATION

ABOUT SERGIO V. ORTIZ

I help high-achieving professionals and business owners simplify complexity, reduce taxes, and build lasting wealth with a focus on what truly matters: family, financial freedom, and peace of mind.As a former engineer turned fiduciary advisor, I bring a structured, analytical approach to planning without overwhelming you with details you don’t want to manage. My clients are leaders, entrepreneurs, and growth-minded families who don’t want to own every financial decision, but expect clarity, strategy, and someone who’s thinking several steps ahead. What I help with:• Roth conversion strategy & tax-smart retirement planning• Maximizing 401(k), defined benefit, and HSA opportunities• Navigating liquidity events and career/business transitions• Family protection planning (estate, insurance, liability)• Simplifying your financial life and helping you automate your wealth-buildingMy goal is simple: to be your trusted advisor and for our team to be the partner you trust with your family, your future, and your legacy. Want to connect or see how this might apply to your financial picture? DM me or visit: https://calendly.com/sergio-v-ortizI share weekly insights here on tax planning, retirement strategies, and real client stories (anonymized). I\'m also an avid golfer so expect the occasional golf-related learning lesson or personal highlights.