Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.


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.

David OrtizHi, I’m David Ortiz. I help homeowners and retirees protect what they have through living trusts, estate planning and sound investing.

So you’d like to know more about me? That’s understandable. Well here goes…

I have a beautiful, supportive family, an adoring wife and 2 wonderful children. I’m a licensed Investment Advisor Representative and have been in business for over 26 years.

To date, I’ve helped nearly 3,000 clients with their financial or estate planning needs (in most cases both). And I’m happy to say, for nearly a decade I have worked EXCLUSIVELY on a referral basis only.

Also, most people I work with trust me for more than just their financial and estate planning services. Many rely on me to recommend other people for services that they may need. Because of my extensive experience and connections, I often have the answers for them. Yet I can tell you this, if I don’t have the answer I know where to get and if I can’t do the service I know someone who can.

I only work with experienced, Top Accountants, Attorneys and Financial professionals:


And in my spare time:

I volunteer(ed) coaching High School football at Calvary Chapel Christian School

I have volunteered at youth summer camps

I volunteer teach Sunday School


* My clients see me as a ‘One Stop Shop’ for all their financial and estate planning needs.

Like to know more?
Give me a call and ask me any other questions that you may have. I’m more than happy to be of service.

For a FREE Consultation call me (800) 584-1902

David Ortiz
Your Trusted Advisor

CA License# 0756793

*Investment Advisory Services offered through David Ortiz Advisors, Inc., a California Registered Investment Adviser.


TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, David Ortiz Advisors, Inc., and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.