Carlos Ortega, CFP®
Wealth Advisor
With a passion for helping individuals achieve their financial goals as a wealth advisor, Mr. Ortega brings new ideas and expertise to Towneley. Known for his client-centered approach, he provides comprehensive and specialized financial plans and advice to our clients. Key to this role is his ability to listen and understand each client’s goals and aspirations while helping to navigate complex financial scenarios.
Background
Mr. Ortega is a CERTIFIED FINANCIAL PLANNER™ certificant and has earned his B.A. in economics with a minor in management at the University of California, Irvine.
Outside of Towneley
Carlos is a proud first generation Mexican American and a fluent Spanish speaker. He is a devoted soccer fan, car enthusiast, and golfer who enjoys spending time with his fiancée Angelique and their Doberman Azula. Carlos and his fiancée are currently planning for their wedding in 2024.