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Jeff Ortega

About Jeff Ortega

Client Service Administrator

On the personal side:

When Jeff is not working, he enjoys traveling, spending time with family and friends, going to the beach, and staying active in sunny San Diego. He has visited 8 countries and plans to fill up his passport with as many foreign stamps as possible. So far, Jeff’s favorite places to visit are Spain and London. He moved to San Diego because he loves the weather, mountains, beaches and its close proximity to Los Angeles and Baja California.

Some things you might not know about Jeff:

Jeff was born and raised in a small town in New Mexico and has a large, extended family native to the state. After high school, he moved away from his hometown to attend New Mexico State University in Las Cruces.

During his undergraduate studies, he had the opportunity to study abroad for a semester in Spain where he visited many Spanish and Italian cities. He graduated with a Bachelor in Business Administration with a double major in Finance and International Business.

After graduation, Jeff accepted a job offer from Vanguard and moved to Scottsdale, AZ where he lived and worked for almost six years. During his career at Vanguard, he had the opportunity to work in four different departments, giving him a wide array of industry knowledge and skills. Over time, Jeff decided he wanted to live by the ocean, moved to San Diego in 2013, and was promptly hired by Charles Schwab.  Jeff served as a Client Service Specialist at Charles Schwab for almost three years before joining the Rowling & Associates Team as the Client Service Administrator.  Jeff brings years of knowledge and experience from his previous positions and is passionate about helping individuals and families reach their financial goals.

(619) 295-0200, ext. 213


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