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Joshua Ordonez


(818)294-3630

CALL OR EMAIL FOR APPOINTMENTS

JOSHUAORDONEZ@ATT.NET

PROFESSIONAL  SAVINGS AND RETIREMENT FINANCIAL PLANNER

PLANIFICADOR FINANCIERO DE AHORROS Y JUBILACIÓN PROFESIONAL

Seguro de vida /Protección empresarial/ Pensiones/ Planificación patrimonial/ Servicios funerarios y de conserjería

Life insurance /Business Protection/ Pensions/ Estate planning/ Funeral and Concierge services


Whatever changes you’re hoping to make or goals you’re trying to achieve, I’ll provide you with sound advice and professional guidance every step of the way. Take a look at my site and see all that I can do for you today.

Se Habla Espanol

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About Me

I’ve been a  savings and retirement specialist since 2016. I Come from a healthcare background in my early career. Helping individuals understand their Companies contracts and benefits. During this time I saw the landscape of retirement to be very difficult to those around me. I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with me, you should expect a collaboration with transparency and consistency. Want to learn more? Contact me today for an initial consultation.

He sido especialista en ahorros y jubilación desde 2016. Vengo de un fondo de salud en mi carrera temprana. Ayudar a las personas a entender los contratos y beneficios de sus empresas. Durante este tiempo vi que el panorama de la jubilación era muy difícil para los que me rodeaba.  Creo en mantener una mentalidad positiva, crear asociaciones con un propósito y siempre esforzarme por obtener resultados significativos. Cuando trabajas conmigo, debes esperar una colaboración con transparencia y coherencia. ¿Quieres saber más? Póngase en contacto conmigo hoy para una consulta inicial.

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Client Reviews

DON’T TAKE MY WORD FOR IT

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I met Joshua 13 years ago. We were co workers for most of the time. Joshua also became Our Union Representative. I have always found him to be kind and considerate. over the years he has shown an ongoing display of being approachable willingness, responsibility and being dependable.  He is always available to answer any questions. He has met every deadline and offered suggestions that helped me with my needs and future project goals I have.
client since 2018

JEWEL W.

Joshua Ordonez,
Thank you for the quality of concern and professionalism. You have shown in addressing my needs, providing answers, and securing the best possible portfolios to fulfill my financial needs. You take the time and patience to ensure that I understood everything with regards to my present financial needs and future stability. Keep up the good work. I will gladly recommend you to anyone who desire such service 
- FT California Aug 2021

FELICIA T.

I couldn't have retired at ease if it wasn't with your help. You have been very trustworthy. So I didn't have a second thought consulting with you on advise in regards to my retirement and some financial matters. Over the years you have helped me and my children understand my pension plan. We appreciate, happy and thankful with all your services. Thank you and looking forward to stay connected with you always.
Client since 2019

EUSEBIA B.

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Contact Me

serving
California , Nevada , Utah

818-294-3630

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