Desiree N Ortiz

Wealth Management Advisor

323 Financial Group

CLU®
ChFC®

CA License: #0I84498

825 Simms St
Lakewood, CO 80401

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About my practice

I have been an Advisor since 2010. I am married with two kids, Mik’hail and Ezra II, and am very active in my church in Highlands Ranch. My team specializes in doing financial planning for the affluent with fluctuating income and high tax liabilities. I also have a passion for coaching and developing new Financial Advisors and Representatives who also strive to make an impact in our community.

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