Veronica Ortiz
Veronica Ortiz Operations Director, BWS Client Service Associate, RJFS

Our clients can appreciate Veronica’s welcoming personality as well as her extensive financial industry knowledge and experience and trust her to help ensure all their needs are met – and always with a smile on her face. She makes sure each of our clients feels like they are the only client we have!

“I want our clients to know that I am here to help make their life easier and that I am their go-to person for all of their needs and questions,” Veronica says. Her motto is, “If I don’t know the answer, I know where to find it!” She takes pride in researching any client questions, concerns or requests and relaying that information promptly.

On any given day, you will find Veronica onboarding new clients, helping with client progress meetings, handling money requests and assisting clients with transfer paperwork for asset consolidation and 401(k) rollovers. She maintains all of our office operations and executes all of the team’s educational workshops, webinars and social events.

Veronica has worked at Blunt Wealth Services ever since it was first established in 2014. She previously worked at Edward Jones as a branch office associate.

Veronica was born in Los Angeles and now lives in Whittier, California, with her husband, Chris. They have six children, as well as two grandchildren. The Ortiz family attends church at The Rock in Anaheim, and they enjoy spending time together at the beach or on family camping trips. Veronica has served as a volunteer for her daughter’s Girl Scout troop since 2014.