Brandon C. Ortiz, Founder/Senior Partner

Brandon C. Ortiz, Founder/Senior Partner

As an active participant within the insurance/financial services arena for several years, Brandon has earned multiple past industry chairman's awards. He's had the privileged experience to speak at various conferences & training educational seminars for financial advisors, CPAs & clients at past events held throughout the US & Australia. Brandon's a Life Underwriter Council Fellow, awarded the LUTCF Designation & currently maintains several financial & insurance licenses. 

Our Company

Preferred Advisory Group offers all-encompassing Insurance & Wealth Management Financial Services for our clients. Our reputation thrives on a high-level of customer satisfaction feedback. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Preferred Advisory Group can help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing, growing & protecting your money, the experienced staff at Preferred Advisory Group aims to provide a continued education that will strengthen our working relationship.