Diana Ortiz
VP, Senior Wealth Advisor, CA Insurance License #0I88243
5303 Pt Fosdick Drive
Gig Harbor, WA 98335
Diana serves clients as a Senior Wealth Advisor, focusing her experience on wealth management with over 30 years of experience. Diana makes a priority of understanding her client’s complete financial picture when developing their wealth management plan. Because each client’s goals and objectives are different, each plan must be uniquely designed to pursue the goals and dreams her clients envision. She believes it is important to value a long-term approach to investing, as well as a long term relationship between client and advisor. Diana believes the best way to build relationships with people is through getting to know them by listening and asking the right questions to truly understand the individual’s values, desires, and goals.
Diana serves the South Puget Sound and Kitsap Peninsula. She enjoys spending time with her family and friends, loves to try new meals, workout with friends, as well as golf and ski.
Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.