David Ortiz is known for serving up recipes for financial success as the Financial Chef. He is a CFP® (CERTIFIED FINANCIAL PLANNER), an RICP® (Retirement Income Certified Professional), and a tax professional as an Enrolled Agent. He uses his 20+ years of experience as a financial advisor and his training from the Culinary Institute of America to make organizing your finances as comfortable as possible: by having each meeting over a home-cooked meal.