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RECIPES FOR FINANCIAL SUCCESS

WE'LL FIND A FINANCIAL PLAN THAT SUITS YOUR TASTE

We know planning the future of your finances can be stressful.

 David Ortiz,

 the Financial Chef

That's why David Ortiz uses his 22 years of experience as a Certified Financial Planner (CFP®) and his training from the Culinary Institute of America to make organizing your finances as comfortable as possible: by having each meeting over a home-cooked meal.

Food and finance are two vital pillars of nourishment and stability. At the Financial Chef, we pride ourselves on our personal, empathetic practices by always catering to your culinary and financial tastes. We will work with you to customize a menu ripe with recipes for your financial success.

We focus on solving retirement income problems

 whether you are building towards retirement (the accumulation phase) or if you are already in retirement and working to maximize your spendable income (the distribution phase).

We also take lots of care to help you through the 5 years before and after retirement, known as the "retirement danger zone", when your assets are most vulnerable to the markets. It is critical to pause and restrategize during this time (the preservation phase) to ensure that your retirement income is safe and long-lasting.

At the Financial Chef, we prioritize education-- so you always have agency in understanding everything regarding your assets and financial longevity.

We have many resources available on our YouTube channel and other social media!

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OUR UNIQUE MOBILE OFFICE

The Financial Chef operates out of a sprinter van equipped with a full kitchen and plenty of comfortable seating. Located in South Florida, we are happy to go wherever it most conveniences you. Imagine only having to step out to your driveway for a meeting! As always, snacks on us.

Due to COVID-19, we are currently offering fully virtual meetings. However, if you are located in South Florida, a home-cooked Financial Chef meal can be delivered straight to your door and David will be present on the phone or a computer screen while parked in your driveway.

ADDITIONAL
SERVICES

Individual Investment Management

We employ downside protection & risk management strategies.

Medicare Enrollment

We'll help you understand Medicare options and how to coordinate Medicare with your employer's health plan.

Insurance & Protection Planning

 

We'll address your varied financial risks and what to do about them.

Schedule a complimentary call today!

David C. Ortiz CFP

MANAGING PARTNER

(305) 254-4455

david@financialchef.com

Located in Miami, Florida.

Email: admin@financialchef.com
Tel:  +1 (305) 254-4455

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RIA Disclosure

Financial Chef Asset Management LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.