GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Christian Ortez
Hi, I'm Christian Ortez. Over the past 20 years, I’ve advised successful entrepreneurs, executives, and business owners through liquidity events, growth transitions, succession strategies, and retirement — helping them pursue financial independence...
ABOUT CHRISTIAN
Hi, I'm Christian Ortez. Over the past 20 years, I’ve advised successful entrepreneurs, executives, and business owners through liquidity events, growth transitions, succession strategies, and retirement — helping them pursue financial independence and strategic freedom.
My background includes previous wealth management roles at Merrill Lynch, JP Morgan, and Smith Barney (now Morgan Stanley). I earned a bachelor’s degree in business administration from San Jose State University and am an alumnus of the Harvard Business School at Harvard University.
I hold multiple professional designations, including:
▪️ Certified Exit Planning Advisor (CEPA®)
▪️ Accredited Investment Fiduciary (AIF®)
▪️ Certified Plan Fiduciary Advisor (CPFA®)
If you’ve built something meaningful and want to coordinate your wealth, tax, and business strategy through one integrated system, visit my website and let's talk.