Maria Ortiz

California State Icon Torrance, California
Client Relationship Associate
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About Maria

Maria Ortiz already had her goal of a career in financial services in mind when she began studying finance in college. Maria joined EP Wealth Advisors in 2022, and finds great satisfaction in having the ability to educate and help people with their finances as their life circumstances change. Born in Guatemala, Maria came to the U.S. at the age of six speaking only Spanish. She is a first-generation college graduate, with an older brother and younger sister who each are a year apart from her in age. In addition to spending lots of her free time with her family, which now includes her young son Enzo, Maria plays soccer, works out at her gym and enjoys reading books and watching TV shows. She also has volunteered at her local church, coached with the American Youth Soccer Organization and worked with Heal the Bay.

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Loyola Marymount University, Finance

How can Maria help?


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