Christian Ortez's Contact Details

Christian Ortez's Company Details

California Private Wealth

San Jose, California, United States • 0 Employees
Financial Services

At California Private Wealth we are an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management, financial planning services, and risk management strategies, coupled with individualized financial guidance. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in lifeWhat Inspires You?What inspires you inspires our financial guidance. Together, we'll explore your opportunities and choices to develop a truly personal approach to your financial and personal aspirations. You'll not only gain strategies with the goal of helping you grow and preserve your assets, you'll also gain personal financial management for leaving behind a legacy— you can positively impact what inspires you today and for generations to come. Simply put, what inspires you inspires how we help you manage your wealth.DisclosuresThe financial consultants of California Private Wealth are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. finra.org sipc.org. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor. Strategic Wealth Advisors Group and California Private Wealth are separate entities from LPL Financial.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.