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
From simple, basic family financial planning for all, to all-encompassing complex insurance, retirement & wealth management financial services, 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're experienced in the world of financial matters or fresh out of college just starting to build your portfolio, Preferred Advisory Group can help guide you every step of the way.
Our Principle
Even if you have an MBA in business, certain 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.