Sergio V. OrtizVice President, Wealth Manager, Tucson
Sergio V. Ortiz is responsible for assisting clients with tailored wealth and investment guidance in the Tucson office at Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
In collaboration with a broad team of investment, tax, and estate planning specialists, Sergio helps clients reach their short and long-term goals for retirement and family legacy.
Prior to working at Northwestern Mutual as a registered Advisor and Director of Investment Operations, Sergio spent over five years in the Defense Industry as a Systems Engineer.
Sergio graduated from the University of Arizona with a Bachelor of Science in Systems Engineering.
Away from the office, Sergio enjoys spending time with his wife and extended family, traveling, and watching Arizona Wildcats basketball.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.