Isaac Ortiz is a CFP-designated registered investment advisor, based in Atlanta, GA, with 22 years of industry experience.
Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Isaac practices risk management strategies through Creative Financial Strategies LLC (CFS), a licensed agency, and is licensed with many insurance companies to implement insurance solutions, including various life insurance and annuity products. He also has an investment advisory business through CFS and SCF Investment Advisors, Inc., and engages in fee-based financial planning.
Employment History
Current Registrations
Dai Securities, LLCBroker
Dai Wealth, LLC
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations7 states
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