CHRISTIAN ORTEZ

In his role as Managing Director and Private Wealth Advisor at Saxe Capital, Christian Ortez focuses on providing financial planning, wealth management, and business consulting services to accomplished business owners, entrepreneurs, and corporate executives. With nearly two decades of industry experience, he holds the Accredited Investment Fiduciary (AIF®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®) designations, allowing him to provide tailored guidance to his clients.

As a dedicated personal CFO for his clients, Christian assists them in navigating complex financial matters and serves as the central point of contact, the quarterback if you will, coordinating and collaborating with their team of advisors including CPAs, attorneys, bankers, M&A advisors, and more. 

His experience spans financial planning, strategic business exit & succession planning, retirement planning, investment management, income tax planning, estate planning, and risk management. Additionally, he collaborates with businesses and institutions to design and implement corporate retirement plans that prioritize compliance and competitiveness. He is dedicated to delivering sound, thoughtful, and tailored financial guidance with a strong emphasis on client service and personal attention.

Before joining Saxe Capital, Christian began his career at the large Wall Street firms Morgan Stanley, Merrill Lynch, and JP Morgan. He earned his bachelor’s degree in business administration from San Jose State University, where he participated in the national championship-winning Judo program and played division I college football. Subsequently, he pursued graduate-level studies in business strategy at the Harvard Business School.

In his role as Managing Director and Private Wealth Advisor at Saxe Capital, Christian Ortez focuses on providing financial planning, wealth management, and business consulting services to accomplished business owners, entrepreneurs, and corporate executives. With nearly two decades of industry experience, he holds the Accredited Investment Fiduciary (AIF®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®) designations, allowing him to provide tailored guidance to his clients.

As a dedicated personal CFO for his clients, Christian assists them in navigating complex financial matters and serves as the central point of contact, the quarterback if you will, coordinating and collaborating with their team of advisors including CPAs, attorneys, bankers, M&A advisors, and more. 

His experience spans financial planning, strategic business exit & succession planning, retirement planning, investment management, income tax planning, estate planning, and risk management. Additionally, he collaborates with businesses and institutions to design and implement corporate retirement plans that prioritize compliance and competitiveness. He is dedicated to delivering sound, thoughtful, and tailored financial guidance with a strong emphasis on client service and personal attention.

Before joining Saxe Capital, Christian began his career at the large Wall Street firms Morgan Stanley, Merrill Lynch, and JP Morgan. He earned his bachelor’s degree in business administration from San Jose State University, where he participated in the national championship-winning Judo program and played division I college football. Subsequently, he pursued graduate-level studies in business strategy at the Harvard Business School.