Need Good Financial Advice Yet Don’t Know Where To Turn?

Saving, investing and growing your money; reducing your taxes owed; enjoying your life now and during retirement; protecting your assets and even passing on a good legacy to your heirs requires meticulous, expert planning.

Here at David Ortiz Advisors, we help you to plan smarter and live better through unique strategies that offer the highest income and liquidity possibilities.

How To Get Started With David Ortiz

home_2 Own A Home Or Got Money In The Bank?Find out why you ABSOLUTELY need a trust! In today’s topsy turvy economic climate, having a sound trust to secure your belongings, assets and money can make all of the difference in the world.

home_3 Invest Smarter…Live BetterEver wonder why some people always seem to make money investing? Because they get the BEST Investing Advice! We don’t simply help you to invest. We help you to INVEST SMARTER.

home_1 Estate & Financial Planning Do’s And Don’tsHere’s everything you need to know about wealth generation, accumulation and preservation. It’s not just about how much you make. It’s also about how much you keep and for how many generations you keep it!

finance Risk vs. RewardDid you know it IS possible to get higher returns on your investments without experiencing any market losses?





David Ortiz Advisors, Inc.

(800) 584-1902

13006 Philadelphia St. Suite 311, Whittier, CA 90601