Known as the Financial Chef, David Ortiz is dedicated to serving up recipes for financial confidence that leave his clients savoring life and the opportunities they long have craved.
David entered the financial services industry in 1998 and founded Financial Chef Asset Management nearly a decade later. With well over two decades of experience as a financial advisor, David is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Retirement Income Certified Professional (RICP®), and an Enrolled Agent (EA) who can offer both investment and insurance products to address any need his clients may have.
David earned his certificate from the Wharton School of Business and also is a classically trained chef from the Culinary Institute of America. At the Financial Chef, David blends his passion for food and finance by meeting with clients over a home-cooked meal, catering to their culinary and financial preferences and customizing menus ripe with ingredients for financial success.
A resident of Miami for more than 45 years, David also has a background in software development, and a strong interest in technology. He is always eager to learn about new tools and trends in technology to best serve his clients.