Desiree Ortiz

Desiree N Ortiz

Wealth Management Advisor

323 Financial Group
  • CLU®
  • CA License: #0I84498

825 Simms St,
Lakewood, CO 80401

720-963-2735Visit my website
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About my practice

My name is Desiree Ortiz – I have been an advisor since 2010. I live with my husband, son and our 3 dogs in Littleton. My team specializes in doing financial planning for the affluent with fluctuating income and high tax liabilities. Specifically, top producing loan officers and surgeons. We work with people all across the country.

Get in touch

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