Daniel Ortega — Associate Wealth Advisor · Stratos Private Wealth

Daniel Ortega — Associate Wealth Advisor · Stratos Private Wealth · San Diego Metropolitan Area.

Direct contact

No direct contact on file for Daniel yet.

Experience

Associate Wealth AdvisorCurrent
Stratos Private Wealth · Del Mar, CA
Jun 2026 – Present
Wealth Management Intern
Mercer Advisors · San Diego, CA
Mar 2026 – Jun 2026

Education

San Diego State University — Bachelor of Science - BS, Finance / Personal Financial Planning Certificate · May 2026

Skills

Risk AssessmentRegulatory RequirementsCapital Markets AnalysisStrategic ThinkingTeamworkOrganization SkillsPrice SettingIndependent ThinkingNegotiationMarketing StrategySalesCommunicationFinanceStrategyAnalytical SkillsProblem Solving

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