Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Altamonte Springs, FL 32714
Credentials
CFP®, Series 66
Industry experience
4 years
Isabel Ortiz is a CFP® professional with four years of industry experience currently working at Synergy Investment Management LLC. She has previously worked at LPL Financial, Merit Financial Group, and Stonebridge Financial Planning Group. Outside of her advisory role, she maintains involvement with WellCents, an investment-related business associated with LPL Financial. Synergy Investment Management LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles, while managing over $461 million in assets for approximately 1,072 clients across six offices.
Based on Synergy Investment Management LLC
Based on Synergy Investment Management LLC
Financial planning standalone fixed fees up to $20,000, depending on complexity and services requested.
Certain Advisory Persons are registered representatives and earn commissions in separate capacity; commissions earned are separate and in addition to advisory fees.
215 North Westmonte Drive
Altamonte Springs, FL 32714
Florida
Synergy Investment Management, LLC
2024 - Present (2 years)
LPL Financial, LLC
2020 - Present (6 years)
Merit Financial Group, LLC (DBA: Merit Financial Advisors)
2020 - 2024 (4 years)
Stonebridge Financial Planning Group
2019 - 2020 (1 year)
Chipotle
2016 - 2018 (2 years)
Mellow Mushroom
2016 - 2020 (4 years)
Eustis Middle School, Eustis High School
2011 - 2017 (6 years)
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Other specialized services
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