Thad Ortez
Thad Ortez, CFP®, AWMA® Financial Advisor, RJFS Founding Partner, RWM

For over 20 years, Thad has used his passions for finance and helping others to make a difference in the lives of his clients. His wealth management approach integrates his clients’ objectives into a customized plan that is updated as life changes occur. This plan-based approach helps ensure his clients are on track with clearly defined goals and review of their plan’s progress. Thad also works with his clients’ other professional advisors to assess the individual situation and make recommendations designed to meet their goals.

Thad graduated from California State University, Stanislaus, with a degree in Business Administration – Finance. He immediately started his career as a financial advisor with Merrill Lynch in its Modesto office. He moved to Wells Fargo Advisors in 2003. In 2013, Thad earned the Accredited Wealth Management Advisor℠ designation from the College for Financial Planning. In 2018, Thad joined Raymond James. In 2020, Thad earned the CFP® (CERTIFIED FINANCIAL PLANNER™) certification from the CFP Board.

Thad places great importance on remaining active in his community through volunteer work. He currently volunteers on the finance committee for the Modesto Gospel Mission. Combining his love of golf with his passion for serving others, Thad has sponsored and participated in multiple charity golf tournaments and has been a guest speaker at a local support group. Thad had recently volunteered to read in his wife’s 3rd grade class for national “Read Across America” day. Thad is in the process of becoming an official judge for the California Gymkhana Association.

Away from the office, Thad enjoys playing golf, going on many walks with his golden doodle Violet, listening to podcasts and books, spending time with his girls while they ride their horses, scuba diving and traveling with his wife and two daughters. Thad and his family make their home in Ripon, are members at Spring Creek Golf and Country Club, and are members Calvary Reformed Church.

Thad Ortez, Robert Powell and friends playing golf
Thad Ortez and family

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.