We know planning the future of your finances can be stressful.
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!
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.
Individual Investment Management
We employ downside protection & risk management strategies.
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.