Jose Ortiz


World Financial Group
3435 Wilshire Blvd Ste 320
Los Angeles, CA 90010, US


Average Rating: 0 stars (based on ratings)

Professional Profile

Jose Ortiz has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Jose has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Jose will help you navigate these pitfalls and answer questions you don’t know to ask. Jose will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Jose Ortiz — a trained advisor — for a consultation. If you decide to engage Jose Ortiz, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

Real Stories from Real People

Most People Leave Money on the Table


Don't Optimize

Very few people get all the Social Security they deserve.


Is Lost

The average household is losing $111,000 in potential income.

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Social Security gives you one chance to get it right – forever.

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