Val Ortega
Head of Retirement Plan Services
Val is a retirement plan specialist having served thousands of organizations in designing, implementing, and providing on-going assistance in their retirement plan needs.
Val’s experience spans more than 20 years in the employee benefits field. Val has spent the last 15 years focused exclusively on facilitating organizations with their retirement plans working for various Recordkeeping Platforms. Recognizing a need for retirement plan experts she is now an independent consultant and her experience allows her to share insight and expertise to create effective results.
Along with earning a Bachelor’s degree in Business Administration and a Master’s degree in International Business from Florida International University, her dedication has also led her to earning several industry licenses and designations, including:
Life, Health, Variable Annuity (215)
Series 65**
Series 6*
Series 63*
Accredited Investment Fiduciary
* held with LPL Financial
** held with LWM Advisory Services
Val is also actively pursuing her CFP, Certified Financial Planner Designation.
Val utilizes her wealth of knowledge and experience to assist you in meeting your retirement needs. She specializes in:
- Keeping proper due diligence procedures and documentation
- Benchmarking plans for pricing and negotiating with providers
- Investment menu selection and monitoring
- Providing high touch bilingual education
Val is passionate about traveling and has been to over 50 countries! She has her hands full with her husband and three young boys. She also serves on the board of Centro Mater Foundation, an organization that provides high quality education to low income immigrant families. Val is passionate about this cause because her parents immigrated to the United States and raised a young family and she highly values education.