THAD ORTEZ, AWMA®, CFP®
Financial Advisor

For over 20 years, Thad has used his passions for finance and helping others to make a difference in the lives of his clients. His wealth management approach integrates his clients’ objectives into a customized plan that is updated as life changes occur. This plan-based approach helps ensure his clients are on track with clearly defined goals and progress reviews. Thad also works with his clients’ other professional advisors to assess the individual situation and make recommendations designed to meet their goals.

In 2000, Thad graduated from California State University, Stanislaus, with a degree in business administration – finance. He immediately started his career as a financial advisor with Merrill Lynch in its Modesto office. He moved to Wells Fargo Advisors in 2003. In 2013, Thad earned the Accredited Wealth Management Advisor designation from the College for Financial Planning. In 2018, Thad joined Raymond James. In 2020, Thad earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation from the CFP Board.

Thad places great importance on remaining active in his community through volunteer work. He regularly connects with like-minded professionals at Modesto Breakfast Club meetings, seeking out ways to make the greater Modesto area a better place. He also currently volunteers on the finance committee for the Modesto Gospel Mission. Combining his love of golf with his passion for serving others, Thad has sponsored and participated in multiple charity golf tournaments and has been a guest speaker at a local support group.

Away from the office, Thad enjoys playing golf, scuba diving and traveling with his wife and two daughters. He also spends some of his free time tinkering on the 1966 Ford Mustang he and his father restored together. Thad and his family make their home in Ripon, are members at Spring Creek Golf and Country Club, and are members Calvary Reformed Church.

Raymond James is not affiliated with any organizations mentioned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.