Call David Ortiz!

Financial Advisor and Chef


1801 N.E. 123rd Street, Suite 314,
North Miami, Florida, 33181
One Alhambra Plaza - Penthouse Coral Gables, Fl 33134

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About the Financial Chef

 David Ortiz has three major passions: gourmet cooking, financial management and charity work. 

As a classically trained chef from the Culinary Institute of America, David delights in creating dishes that reveal flavor combinations only a specialist could create. 

David's passion for financial management led to him becoming a Certified Financial Planner. With a Retirement Planning certificate from the Wharton School of Business and an office which incorporates a professional kitchen, The Financial Chef is uniquely qualified to help people address their maximum wealth potential while also satisfying their appetites. Pairing food with the right wine can make all the changes in flavor and experience. David realized if he paired his passion for wonderful dishes with financial management he could create something unique and powerful.

Combining all three passions results in the Financial Chef helping clients with strategies to transform taxable wealth into charitable wealth. This maximizes the benefit for the client, while having an impact on the community. That is the most satisfying dish of all.

The Financial Chef's goals are:

To give you a full transparent understanding of your financial life.

To lower your level of investment stress through active management.

To help transform your taxable wealth into charitable wealth.

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