Steven Ortega, AIF®
Steven Ortega is a Wealth Advisor and COO at Guidelight Financial. With over thirty years of financial services industry experience, he combines the knowledge and skills needed to effectively help his clients achieve their goals.
He holds an Accredited Investment Fiduciary® (AIF®) designation, the industry’s first and only designation that demonstrates knowledge and competency in fiduciary responsibility and commitment to ethical standards. Steven attended Queens College at City University of New York. Before co-founding Guidelight Financial, he was a financial advisor and vice president at Bank of America.
Passionate about teamwork, Steven enjoys being a vital component of teams in both his professional and personal life. He is passionate about team sports and finds value in the drive to be successful on any team. He leads by example with commitment, flexibility, and his innate thirst for knowledge, which reveals itself when he works with clients and peers.
Steven specializes in financial planning and asset management for individuals, families, and business owners. He views himself as a partner and teacher to his clients. He enjoys facilitating self-growth and competency through his client education efforts.
Steven was born and raised in New York City and has lived and worked in Connecticut since 1991. A long time Westport CT resident he now lives in Milford CT. Steven has served in many volunteer roles through his involvement in amateur baseball and high school sports.