Advisor at Athena Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Athena Wealth Management
Location
Murrieta, CA 92562
Credentials
Series 66
Industry experience
7 years
Roland Ortiz is a financial advisor at Athena Wealth Management in Murrieta, CA, holding a Series 66 designation with seven years of industry experience. He previously worked at Merrill Lynch and Bank of America and operates as an independent insurance agent offering life, disability, and fixed annuity insurance products. Athena Wealth Management provides financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on low-cost, diversified allocations using ETFs and index funds, with an emphasis on cost control and tax efficiency.
Based on Athena Wealth Management
Based on Athena Wealth Management
One-time non-refundable setup fee of $100; annual advisor fees range from $720 to $20,000, payable monthly or quarterly.
Receives commissions from insurance products through Pacific Southwest Financial and commissions from state 529 plans (Virginia and Ohio) when directly invested.
$275 per hour for financial planning and investment consultation services, billed in 30-minute increments.
Fee-only: Fixed fees ranging from $720 to $20,000 annually, determined by complexity and estimated hours; hourly fees at $275/hour for financial planning and investment consultation services.
24630 Washington Ave Suite 202
Murrieta, CA 92562
California
Athena Wealth Management
2019 - Present (7 years)
IG Advisors LLC
2019 - Present (7 years)
Unemployed
2018 - 2018 (1 year)
Bank of AMerica, N.A.
2018 - 2018 (1 year)
Merrill
2017 - 2018 (1 year)
Unemployed
2016 - 2017 (1 year)
Thomas Jefferson School of Law
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
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Series 63, Series 66
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Series 65
Temecula, CA
AMB Financial LLC
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