Patti Ortiz

Client Relationship Manager at CONA Wealth LLC - Pasadena, California, United States

Patti Ortiz's Colleagues at CONA Wealth LLC
Richard Eddy

Founder // Managing Director

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Patti Ortiz's Contact Details
Email (Verified)
***@conafg.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(877) 883-3561
Location
Santa Clarita,California,United States
Company
CONA Wealth LLC
Patti Ortiz's Company Details
CONA Wealth LLC logo, CONA Wealth LLC contact details

CONA Wealth LLC

Pasadena, California, United States • 4 Employees
Financial Services

CONA Wealth provides comprehensive financial planning and wealth management services to a wide range of clients.Advisory services offered through Change Path, LLC, an SEC Registered Investment Adviser. CONA Wealth and Change Path, LLC are not affiliated.

Details about CONA Wealth LLC
Frequently Asked Questions about Patti Ortiz
Patti Ortiz currently works for CONA Wealth LLC.
Patti Ortiz's role at CONA Wealth LLC is Client Relationship Manager.
Patti Ortiz's email address is ***@conafg.com. To view Patti Ortiz's full email address, please signup to ConnectPlex.
Patti Ortiz works in the Financial Services industry.
Patti Ortiz's colleagues at CONA Wealth LLC are Richard Eddy and others.
Patti Ortiz's phone number is (877) 883-3561
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