Roland Ortiz is an investment advisor and wealth manager. He believes each person is unique in what they want out of life and that no one person's plans or dreams can fit the mold of others.

His focus is only you and what you want to achieve. His success is directly measured by your success.

Roland prides himself on providing objective advice extended with individual attention for each client.

Currently an investment advisor representative for Athena Wealth Management, Roland has 17 years of practice in the financial and legal industry. Roland holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative.

In addition, he has graduated from Thomas Jefferson School of Law and California State University, San Marcos, Summa Cum Laude. He holds a Master’s degree in International Taxation and Financial Services, while also earning multiple certificates from University of California, Riverside, University of San Diego and University of California, Los Angeles. He completed his undergraduate work at California State University, San Marcos.

Roland has lived in the Temecula/Murrieta/Menifee area since 2001. He and his wife, Stephana, have three children who all graduated from the local Santa Rosa Academy in Menifee and are now attending college.

Being part of the community for twenty-years, Roland has developed a strong commitment to doing his part in improving our community and over the years has participated in multiple local groups.

He is a member and president of the VBC (Veteran Beer Club) Murrieta/Temecula Chapter, a nonprofit organization with the mission to provide employment opportunities to active and retired veterans. In addition, he has also assisted multiple nonprofits organizations in the local community, through sponsorships, donations and hands on assistants.