Your Advisory Practice with Advisor AI Partners

Empowering financial advisors with cutting-edge AI solutions. Advisor AI Partners streamlines practice management, automates tasks, and enhances client engagement. Let David Ortiz, the Financial Chef, spice up your financial planning with AI.

Our Team

Meet David Ortiz, the founder and CEO of Advisor AI Partners, where innovation meets financial expertise. As a classically trained chef, CFP, and AI expert, David combines his passion for technology with a dash of culinary flair through his alter ego, the Financial Chef. With certifications from the Wharton School of Business and The Culinary Institute of America, David brings a unique flavor to financial planning.

But David isn’t alone in his mission to revolutionize the financial advisory world. He’s joined by his trusty sidekick, Garbanzo, the Chief Barketing Officer. Garbanzo brings a paws-itive touch to the office, ensuring that every client interaction is filled with joy and a hint of furry fun. Together, David and Garbanzo are redefining what it means to be a financial advisory firm.

Chief Barketing Officer

Meet Garbanzo, our Chief Barketing Officer, who embodies our commitment to a friendly and engaging client experience.

Chat With My Friend

Our Services

At Advisor AI Partners, David leverages AI to streamline practices, enhance client engagement, and drive business growth for financial advisors. His expertise has been featured in various platforms, and he is known for making complex financial concepts as accessible as a perfectly baked biscotti.

Whether you’re a financial advisor looking to whip up a more efficient practice or simply need a fresh perspective on your business strategy, David and Garbanzo are here to help. Let’s break bread and create a recipe for your practice’s success!

Efficiency

Streamline your financial planning processes and save valuable time and resources.

Growth

We empower financial advisors to grow their businesses by integrating AI-driven solutions enhance client engagement.

Practice Transformation Consulting

Optimize your practice with our comprehensive consulting services, focusing on efficiency and scalability.

AI & Technology Integration

Leverage AI to enhance client interactions and operational workflows.

Independent Advisor Transition

Seamlessly transition to independence with our expert guidance and support.

Get in Touch

Contact Advisor AI Partners

We are here to assist you with your financial needs. Reach out today!