Michael Ortega is a vice president and financial advisor at Raymond James. Michael has seven years of wealth management experience.
Michael was inspired to join the industry by his father who is a financial advisor. Growing up, Michael witnessed his father help others through education and financial planning. He appreciated how his dad organized clients’ financial lives so they had confidence and could spend more time doing what they enjoyed. After graduating cum laude from Pepperdine University, Michael joined the Takahashi Group as an intern and quickly realized he was in the right place.
At the Takahashi Retirement Group, Michael is focused on financial planning and business development. He utilizes the firm’s modern wealth tools to design comprehensive, individualized plans and proposals. He also takes the time to explain the team’s financial strategies to their clients.
When he is not working Michael enjoys surfing, running and spending time with his friends and family.