Ortiz World Wealth

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13006 Philadelphia St Ste 311
Whittier, CA 90601

Ortiz World Wealth is a financial advisory firm based in Whittier, CA, specializing in investment strategies, retirement planning, and estate planning. With a team of experienced professionals, they offer personalized solutions to help individuals and families navigate the challenges of saving for retirement and achieving their financial goals.

Through their educational events and webinars, Ortiz World Wealth provides valuable insights and guidance on topics such as investing in commercial real estate debt, private capital investing, and the opportunities in the single-family rental market. Their goal is to help clients recover and grow their retirement savings, even in the face of economic uncertainty.

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1.01 reviews
T M.
4/16/2025

I hired David Ortiz after interviewing several Retirement Advisors. If I could give them negative stars I would. I trusted him with my retirement in the stock market and outside (alternate...

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