Val Ortega

Helping Retirement Plan Sponsors manage their Fiduciary Responsibility and improve the outcomes of their people. AIF, CPFA

Role
Modern Wealth Management
Location
Miami-Fort Lauderdale, FL, US
LinkedIn followers
500 followers

About Val Ortega

Val brings more than 20 years of experience in the employee benefits industry. Fifteen of…

Experience

  1. Modern Wealth Management

    Present

Education

  • Florida International University - College of Business

    Masters International Business, Finance, General

    2003 — 2005

  • St. Brendan High School

    High School Diploma

    1996

  • Florida International University - College of Business

    Bachelor, Finance and International Business

    2000 — 2003

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Val Ortega — Modern Wealth Management in Miami-Fort Lauderdale, FL, US | Unifers