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Carlos Ortega

Towneley Capital Management, Inc.

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About Carlos Ortega

Carlos Ortega is a financial advisor who has been in the industry since 2019. Carlos is currently registered with Towneley Capital Management, Inc. in California and Texas. Carlos has a Series 7TO, Series 66, and SIE. Carlos is a Certified Financial Planner. Carlos has worked for Securian Financial Services, Inc. in the past. Carlos works with individuals, high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Carlos provides financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Carlos Ortega is currently registered with Towneley Capital Management, Inc.. Towneley Capital Management, Inc. is an investment advisor based in Laguna Hills, CA with approximately $882.4 million in regulatory assets under management. The firm advises individuals, high net worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, corporations, and other businesses. They offer a range of advisory services including financial planning, pension consulting, and portfolio management.
Towneley Capital Management, Inc.

23197 LA CADENA DRIVE

LAGUNA HILLS, CA 92653

$882.42M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carlos Ortega’s Registration & Firm History

CA

07/17/2023 - Present

Towneley Capital Management, Inc. (LAGUNA HILLS CA)

CA

11/18/2019 - 07/11/2023

SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 07/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlos Ortega.
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