Sergio V. Ortiz's journey, from Integration & Test Engineer at Raytheon Missile Systems to a seasoned Financial Advisor, is fueled by a passion for financial empowerment. With nearly six years in the Defense industry, Sergio transitioned to the world of finance, driven by a commitment to uplift and educate his extended family and local community on foundational financial principles.

Launching his advisory career at Northwestern Mutual in Gilbert, AZ, Sergio secured licenses in Life & Health Insurance and General Securities, setting the stage for a dynamic wealth management career. Joining the prestigious Goldman Sachs Personal Financial Management group and returning to his hometown of Tucson, Arizona, Sergio honed his expertise in directly managing investment assets for clients in their retirement years.

Today, as a key figure at Meridian Wealth Management, Sergio and his team offer a comprehensive suite of financial planning services. Specializing in Retirement Income, Investment Management, and Tax Planning, they craft tailored strategies to navigate the complexities of each client's unique financial journey.

Beyond the office, Sergio finds joy in weekend rounds of golf, watching UA Wildcat Basketball, and exploring the world with his wife. Their most memorable destinations, such as Bora Bora and Positano, reflect a shared love for experiences that have enriched their lives.

Lastly, Sergio's vision extends beyond investment portfolios and financial planning. His dream is to establish a foundation, channeling resources into scholarships and transformative experiences for underserved high school students. By broadening perspectives and fostering professional networks, Sergio aims to empower these students to emerge as impactful leaders within their communities.

(520) 719-1433 | EMAIL SERGIO | TUCSON, AZ