CORTEZ WEALTH MANAGEMENT, LLC
OLDSMAR, FLORIDA

Cortez Wealth Management, LLC is a reputable financial services firm specializing in retirement planning, wealth preservation, insurance, income, and investment strategies. Founded by Carlos Cortez Jr., the company has been committed to fostering safe financial practices since its incorporation on April 10, 2012, under Florida's business regulations. With offices located at 3935 TAMPA MANAGEMENT, OLDSMAR, FL, the firm was last reinstated on October 18, 2019. Its mission is defined by transparency and a balanced approach to financial planning, with dedicated efforts to build long-term client relationships based on trust, integrity, and confidence. Carlos Cortez Jr., an alumnus of Southeastern University holding degrees that include a Bachelor of Business Administration as well as multiple securities registrations such as Series 7, Series 66, and Series 63 licenses from TCM Securities Inc., serves as Manager and the driving force behind this strategic vision. Under his leadership, Carlos Cortez Jr. has developed an extensive portfolio of services that encompass investment advice, retirement planning, estate planning, long-term care strategies, and workshops across Florida to educate citizens on efficient financial management. In his role, he holds a Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants. Cortez Wealth Management prides itself in adopting an open architecture through collaboration with major platforms such as Fidelity, Charles Schwabb, or TD Ameritrade. This framework allows clients to take advantage of the firm's proprietary AssetLock™ software for daily account monitoring and personalized financial planning that considers each client's long-term vision. Geoff, serving as Vice President and Operations Manager, ensures a seamless onboarding experience for incoming clients, fostering their journey toward financial success. The team at Cortez Wealth Management is adept at calculating strategic Social Security claiming times and utilizing diversified financial products to secure income streams in retirement. Understanding the importance of planning for unforeseen life events, the firm integrates comprehensive insurance planning into its services to mitigate potential risks in retirement phases, thereby securing clients' health, life, and economic well-being. Additionally, Cortez Wealth Management offers bespoke financial advisory plans tailored to individual risk-reward profiles, focusing on true asset allocation that transcends mere investment diversity. Clients of Cortez Wealth Management are empowered with confidence to achieve their dreams and attain enhanced financial peace of mind, assured by a firm that is proactive in adapting its services to meet evolving client needs. The business's commitment to excellence and client success is reflected in its active engagement with the community and ongoing provision of educational resources. For more information, potential clients can contact the company through their phone numbers (813) 448-3446 or (813) 200-8301, or visit their website at cortezwealthmanagement.com. The company remains a certified Florida business entity, maintaining regulatory compliance with filing number L12000048430 and Federal Employer Identification Number 45-5005228.