Cesar Ortega has been a Portfolio Management Associate for over two and a half years. He loves assisting individuals and families with their financial goals and needs, and empowers his clients and team members through helping facilitate the firm’s operations and investment processes through leveraging technology. He is highly-driven, detail-oriented and reliable, which helps him excel in his role, and abide to the fiduciary standard
Cesar graduated from Texas A&M International University with a degree in Business Administration with a concentration in Finance. He plans to pursue the Chartered Financial Analyst® (CFA) designation. Before joining Wade Financial Advisory in September 2019, he previously worked as a Client Service Associate at a wealth management firm in South Texas.
Cesar currently resides in San Jose, California. In his free time, Cesar enjoys reading and playing soccer. He also frequents movie theaters, and keeps up with all the new releases.