As a member of the Chau Q Lai Financial Advisory Team since 2008, Marcella Ortiz supports clients with implementation of recommended strategies. She is the facilitating liaison between clients, the financial advisory team, and financial institutions. She is committed to providing exceptional, personalized care and support to each client.
Marcella supports clients with various needs, such as:
- providing support for application process
- connecting to financial institutions
- setting up and coordinating communication
- obtaining and coordinating the sharing of information
- overseeing account maintenance and management
- changing account settings, as requested by client
- providing access to key forms and paperwork, as needed
CA Insurance License #0I26028.