Michael Ortega

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Mike Ortega is a dedicated financial advisor who aims to bring a client-first mindset to every conversation. Whether he’s helping someone plan for retirement or stay on track throughout it, his goal is always the same – to help provide greater confidence and build lasting relationships.

With a background in finance and a degree from Pepperdine University, Mike began his career learning the business hands on. His early experience shaped his belief that every client deserves the same level of care and attention, and today, he continues to live by the principle: Treat everyone as if they are your biggest client.

Based in Newport Beach, California, he specializes in helping pre-retirees and retirees navigate long-term financial planning with greater clarity. Aligned with the Takahashi Retirement Group of Raymond James team’s philosophy, his own approach is rooted in education, where he believes his strength is breaking down financial concepts into simple, visual terms that empower clients to make informed decisions.

Outside of work, Mike enjoys surfing, running and traveling. Originally from San Diego and now living in Irvine, California, he brings a laid-back yet deeply focused energy to the practice – which he feels helps make financial planning feel approachable and personal for clients.