• Andrea Ortiz

    Client Service Associate

Andrea joined Foundation Wealth Strategies, LLC in October, 2018 as a paraplanner and risk policy specialist.

As part of a specialized team, Andrea’s focus will be to prepare and finalize retirement planning software for each client, helping to identify areas of concern for each family.  She facilitates Social Security planning by communicating and preparing options with our external Social Security partner.

As a licensed life and health producer, Andrea also concentrates her time on applications and audits for life insurance, buy-sell agreements, disability coverage, and long-term care insurance.  She begins the case design process with an eye towards detail, and guides clients through the issue/change process every step of the way.  Most importantly, she monitors each existing policy, facilitates beneficiary changes, and runs in-force illustrations. 

Andrea’s finance career of more than 16 years first began in corporate banking, and then led to more focused work for mid-size regional outlets, where she held various positions in retail, commercial, and treasury divisions.  Her work in sales, investments and card payments proved challenging as she helped senior management navigate through periods of heavy audit and compliance regulations while still reaching sales and revenue targets.  During this time, she was nationally recognized as a leader in credit card business development.

Andrea is the secretary for her homeowner’s association and also enjoys volunteering at the local Ronald McDonald® house or fundraising for her church or children’s school. 

Andrea’s passion is her family – she and her husband are raising twin daughters (and a beloved Cavachon prince), and she enjoys cooking and finding the next great destination to explore.