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Ray Ortega

Ray Ortega

Financial Planner

Ray Ortega is a Financial Planner with Platinum Wealth Solutions.  Ray has built his practice around putting his clients’ interest first.  To help each of his clients pursue their unique goals , he follows a specific three- step process:

Planning

Ray begins by helping his clients determine exactly how much money they will need to be financially secure throughout every stage in life, including a long retirement.

Provide Perspective & Educate

Throughout their relationships, Ray aims to provide perspective during important economic events.  By keeping his clients informed, their portfolios are designed to withstand changes in the market.

Managing Investment Behavior

Working with a trusted advisor helps keep emotions out of investing.  Ray provides guidance to his clients so they can better manage their instinctive reactions to market volatility.

Education

  • Bachelors of Business Administration in Finance, University of Iowa

Licenses & Registrations

  • FINRA Series 24 License
  • FINRA Series 66 License
  • FINRA Series 7 License
  • FINRA Series 6 License

Organizations

  • University of Iowa Alumni Association
  • National Association of Insurance and Financial Advisors, Member (NAIFA)
  • GAMA International, member