Daniel Ortega

Born and raised in San Diego, I earned my Bachelor's degree in Finance from San Diego State University. During my studies, I developed a strong interest in wealth management and discovered that the most rewarding part of the industry goes beyond the numbers. I was drawn to the opportunity to build meaningful relationships and become a trusted resource for clients as their financial lives evolve.

As I continue to grow my career at Stratos Private Wealth, I'm focused on expanding my knowledge across financial planning and wealth management while supporting our advisory team and the clients we serve. I look forward to building lasting relationships and helping clients feel confident in the financial decisions ahead.

Outside of the office, I enjoy taking advantage of San Diego's year-round sunshine. You'll often find me skating around Mission Beach, hiking, or playing soccer and pickleball with friends.

I'm also a big sports and music fan. I enjoy catching Padres games at Petco Park, attending music festivals, and traveling whenever I can. I'm always looking for the next place to explore or experience to add to the list.