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Ten years later she changed careers when she
graduated with the MBA Degree in finance and
investment management from the Graduate School of
Business of Columbia University, an ivy league
business school In a class of 1300 she was the only
US citizen of Hispanic descent. Upon her graduation
from Columbia she immediately joined Pru Capital,
the merchant banking subsidiary of Prudential
Insurance Co., becoming the first Hispanic hired as
a financial analyst and investment manager by
Prudential.
Two years later, Dr. Ortiz decided to combine her
financial knowledge with her passion for teaching
and continued to break national records as the first
Hispanic Certified Financial Planner on Wall Street.
She was named Rookie of the Year by IDS Financial
Services, now known as Ameriprise. She left IDS to
establish her own business, CD Ortiz Financial
Planning Group, Inc. the first Hispanic owned
financial planning company in the USA. She is the
author of El Poder de Su Dinero, the first bilingual
financial planning book written in the USA.
Furthermore, she produced the first personal finance
radio show in Spanish in the USA. Currently, Dr.
Ortiz is President of Consumer Power Strategies, LLC
She is a Florida licensed real estate instructor and
owner of the Florida Hispanic Real Estate
Professional Institute. Soon she will be publishing
her next book, titled Corazon, Dinero y Vida, a
holistic personal financial planning and investment
guide.
Dr. Ortiz , a Certified Financial Planner, author
and speaker, is passionate about teaching others how
to create wealth from the inside out utilizing the
principles and practices of comprehensive financial
planning as developed by the Certified Financial
Planner Board of Standards. |