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Christian Ortez, AIF®

Christian Ortez, AIF®

Financial Advisor

Christian Joined Waddell & Reed in 2018 with over 15 years of experience in wealth services, with particular focus serving affluent families, corporate executives and businesses. A seasoned financial advisor, he prides himself on providing sound, thoughtful financial counsel to help clients navigate life’s financial milestones.


Prior to joining Waddell & Reed, Christian was involved in the development of the Wealth Management program at one of his prior firms. Before that assignment, he worked for a wealth management firm in Southern California serving individuals in the entertainment industry and professional sports. He spent the earlier part of his career at some of the largest financial firms providing investment guidance to high-net-worth individuals.


Christian earned his Bachelor’s degree in Business Administration from San Jose State University, where he played division I college football and was part of the nationally ranked Judo program. He holds the series 7, 63 and 65 as well as his CA Insurance license. In addition, he holds the designation of Accredited Investment Fiduciary (AIF®).


Active with various charitable organizations in the San Jose area, Christian enjoys playing his collection of guitars, practicing mixed martial arts, and competing in Crossfit in his free time.