Sergio V. Ortiz began his professional career as an Integration & Test Engineer at Raytheon Missile Systems. After almost 6-years in the Defense industry, he decided to pursue a role as a Financial Advisor to educate his extended family and his community on foundational financial principles.

He began his advising career at Northwestern Mutual in Gilbert, AZ where he held licenses in Life & Health insurance as well as General Securities. He then joined Goldman Sachs Personal Financial Management and relocated to his hometown – Tucson, AZ. During that time, he directly managed investment assets for clients in retirement.

At Meridian Wealth Management, Sergio and his team provide a full range of financial planning services, specializing in: Retirement Income, Investment Management, and Tax Planning.

Outside of the office, Sergio enjoys playing golf and traveling with his wife. Their favorite destinations include Bora Bora and Positano. Sergio’s dream is to establish a foundation to provide underprivileged high school students with scholarship money and key experiences that broaden their perspectives and expand their professional networks so that they can become leaders in their communities upon graduation.