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Michael Ortiz
CFP
ON RECORD US
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Career Highlights
Notable Facts
→Works as wealth manager at United Capital Financial Advisors in Charlotte
→Previously was financial coach at The Ayco Company (Goldman Sachs affiliate)
→Graduated from Bentley University in 2018 with BS in Finance
→Holds CFP (Certified Financial Planner) designation
→135 LinkedIn connections
→No major media mentions or industry awards found
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