Introduction – AI for Financial Advisors

David C Ortiz, CFP®

Founder, Advisor AI Partners

Helping insurance-focused financial advisors:

Fix what’s broken
Optimize what’s working
Find new areas of growth
Sprinkle AI where needed
Mobile Office Van
My Story – AI for Financial Advisors

My Story

25+ years as a practicing financial advisor
Known as The Financial Chef
Culinary Institute of America graduate
Certified Financial Planner (CFP®)
Operate from a mobile office with a full kitchen
“I cook everything but the books.”