About Chris

Chris realized in early 1997 that the financial world is unnessecarily complex and it should not be that way. He has the unique ability to translate complex investment advice into a language that anyone can understand so that clients can make smart money decisions.

As a former college and professional athlete I understand the concept of teamwork. With over 19 years of experience and my team approach we can provide a personalized program that will act as a roadmap toward a more secure financial future.

Chris graduated from St. Francis College. He currently holds series 7, series, 63, series 24, series 4 and series 65 licenses. He is also registered with the National Football League Players Association (NFLPA) financial advisor program.

In 2015, I founded Fidelity Analytics LLC, through which I provide consulting services for securities attorneys.

I established the Christopher M. Ortiz Scholarship Fund. Which helps underpriveleged kids with the cost of a college education.

Chris is happily married to his lovely wife Josette. Away from business, he enjoys all sports and spending time with family and friends and his dog Oreo.