Meet Edgar Ortiz

June 25, 2020

Edgar Ortiz is a Senior Retirement Specialist at TCG. He joined our team in 2018 to pursue a passion for educating individuals within the TRS system. As a bilingual financial expert, Edgar can assist our clients in both English and Spanish.

Edgar started his financial career by helping Launch a Reg D 506(c) capital offering where he would pitch to Investors just like Shark Tank on a monthly basis. His passion for helping school district employees stems from his wife, a sixth-grade math teacher. He personally experienced the disconnect between employees and their retirement plan. Educators in particular have an unusual mix of potential income sources throughout retirement. Between the many income possibilities and not being eligible for Social Security retirement benefits in some cases creates a unique and challenging environment for retirement planning. Edgar wanted to be an advocate for his wife and the educator community, retirement planning does not have to be hard when you have access to resources such as the ones TCG offers.

Outside of the office, you’ll spot Edgar with his kids at volleyball tournaments and basketball games. He encourages his children to stay active as he found a love for running that has been enjoyable for him through adulthood. He ran the Golden Gate Bridge and the Las Vegas Half Marathon in Fall of 2019.

Edgar holds a Bachelor of Science in Business Management and a Master of Business Administration (MBA) from The University of Phoenix.

Click here to chedule a meeting with Edgar Ortiz. 

Related Posts



Submit a Comment

Your email address will not be published.

5 × 2 =

TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.