28 Years of Experience
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Maximize your income in retirement and live worry free

ortiz-whitepaperSure, dealing with your finances can be intimidating. That’s why we take the time to listen to you, learn your goals and then create your plan using time tested philosophies that reflect the latest academic research. If you need help securing your financial future, sign up to attend an upcoming seminar, tune into the next radio show, or download our free eBook.

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Living Wills & Trust Seminar
Whittier, CA

Maximize Social Security
Whittier, CA

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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.

Welcome to David Ortiz Financial Advisors

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.

Broker versus Fiduciary

The fiduciary duty requires an investment advisor (i.e., David Ortiz), by law, to act in the best interest of their clients, putting clients’ interests ahead of their own at all times. Brokers, on the other hand, adhere to a lower standard of legal care, known as the suitability doctrine. Find out why this matters to you by watching the video above.

How To Get Started With David Ortiz

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.

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Invest Smarter…Live Better

Ever 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.

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Estate & Financial Planning Do’s And Don’ts

Here’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!

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Risk vs. Reward

Did you know it IS possible to get higher returns on your investments without experiencing any market losses?

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Featured White Paper Downloads

Build a Plan for a Lifetime: Invent Your own Retirement

Most of us pride ourselves in being resourceful, resilient, and self-reliant. Whatever challenges come our way, we typically take them on with energy, resolve, and determination. So it is with the transition to retirement. However we view “retirement” — and we each define it in our own way — we can all embrace this new phase of life with the same sense of reinvention that we’ve mastered at all of life’s turns.

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Danger of Outdated Estate Plan: 10 Common Pitfalls to Avoid

Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an estate plan and then fail to revisit it for years (and some never do). It is important, however, to review a plan every so often due to ever-changing tax laws and major life events, such as a birth, marriage, divorce, or death.

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Insights & Perspectives

How much money do I need for my retirement?

Probably one of the biggest question if not the biggest question when it comes to retirement planning, is how much money will I need for my retirement? This question is complicated because it affects you every day before and during your retirement trying to budget your day to day life now while budgeting your eventual retirement expenses. One of the most basic ways of retirement budget planning is by looking at your budget now, adding inflation and taking out your expenses from working and there you go.

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Maximize Social Security And Maximize Your Retirement

Social Security is a program that has helped generations of Americans retire simply, safely, and without reason to worry, until recently. In recent years less and less retirees have been able to count on social security as a main flow of retirement income. In fact, some say that social security might not even be around for the next generations. Why is that? Well if you think about Social Security as a checking account it becomes easier to grasp the situation and why it is as bad as it is.

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Don’t Outlive Your Retirement

One of the main concerns, if not the main concern, with retirees and soon to be retirees today is the fear that they will outlive their retirement fund and be left depending on their children or others for their well-being. With life expectancy going up every single day and healthcare getting more expensive every day it’s a very valid concern, especially when you realize that you’re withdrawing money from your account for years without putting anything back in, not to mention that the entire time inflation is devaluing your money every single day.

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