Christian Ortez, AIF®, CEPA®, CPFA®

Strategic Wealth Advisory for High-Performing Entrepreneurs and Business Owners

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More

Contact Me

Saxe Capital Christian Ortez, AIF®, CEPA®, CPFA®

Roseville, CA

Serving Clients Nationwide

Strategic Wealth Advisory for High-Performing Entrepreneurs and Business Owners

(669) 231-0200

Website

Areas of Focus

Estate Planning
Exit Planning
Financial Life Planning
High Net Worth
Investment Management
Owning a Business
Retirement Planning
Taxes

About Christian Ortez, AIF®, CEPA®, CPFA®

Hi, I'm Christian Ortez. Over the past 20 years, I’ve advised successful entrepreneurs, executives, and business owners through liquidity events, growth transitions, succession strategies, and retirement — helping them pursue financial independence and strategic freedom.

My background includes previous wealth management roles at Merrill Lynch, JP Morgan, and Smith Barney (now Morgan Stanley). I earned a bachelor’s degree in business administration from San Jose State University and am an alumnus of the Harvard Business School at Harvard University.

I hold multiple professional designations, including:

▪️ Certified Exit Planning Advisor (CEPA®)

▪️ Accredited Investment Fiduciary (AIF®)

▪️ Certified Plan Fiduciary Advisor (CPFA®)

If you’ve built something meaningful and want to coordinate your wealth, tax, and business strategy through one integrated system, visit my website and let's talk.

Because true wealth isn’t managed — it’s orchestrated.

Investment advice offered through Mariner Independent Advisor Network, LLC (MIAN), a SEC Registered Investment Adviser. Saxe Capital and Mariner Independent Advisor Network, LLC are separate entities. For additional information about MIAN, including fees and services, please contact MIAN or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Professional Designations

Accredited Investment Fiduciary (AIF)
Certified Exit Planning Advisor (CEPA)
Certified Plan Fiduciary Advisor (CPFA)

Affiliations

Financial Services Institute

Primary Location

2999 Douglas Blvd. Suite 180, Roseville, CA 95661

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Flat Fee
Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About Saxe Capital

Some financial advisors manage portfolios. We manage financial ecosystems.

I’m an entrepreneur who’s founded three financial companies — and I know firsthand that success creates complexity. As the business grows, so do the decisions that shape your personal, financial, and business outcomes.

That’s why I built Saxe Capital — a strategic wealth advisory firm for high-performing entrepreneurs who have outgrown conventional financial advice.

We serve as the Chief Wealth Officer for entrepreneurs and first-generation business owners who demand institutional-level coordination across every domain of their life — personal, financial, and business.

Through our proprietary WealthSphere OS™ — The Entrepreneur’s Wealth Operating System, we transform fragmented financial decisions into an orchestrated wealth ecosystem designed to help:

▪️ Enhance enterprise value

▪️ Reduce tax drag

▪️ Optimize liquidity and after-tax outcomes

▪️ Safeguard your wealth, lifestyle, and legacy

Within this system, Saxe Capital acts as your Chief Wealth Officer — orchestrating every advisor, strategy, and decision through a single command structure. The result is an integrated wealth architecture where your business, wealth, and lifestyle operate in strategic alignment — compounding toward valuation, liquidity, and control.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

Education

Harvard Business School, Graduate, Business Strategy | San José State University, Bachelors, Business Administration

Hobbies and Interests

Animal Rescue
Family
Golf
Motorcycling
Music
Sports
Working Out

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Dual Income Family
Entrepreneurs
Families
Gen X
Gen Y / Millennials
Hispanic | Latino
Intergenerational Families
Living in Retirement
Professional Athletes
Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

We Want Your Voice to be Heard

Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.

Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.

The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.

Tips for Writing a Helpful Review

Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!

Be honest. Your rating and review should reflect your actual experience.

Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.

Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.

Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.

Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.

Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.

Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.

➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.

Disclaimers

Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.

If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.

In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.

The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.

Please refer to the Wealthtender terms of service and privacy policy for additional information.

If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.

Thank you for visiting Wealthtender and giving us the opportunity to serve you.

Get answers to frequently asked questions regarding the services offered by Christian Ortez, AIF®, CEPA®, CPFA® View Disclosures

FAQs

What types of clients does Saxe Capital serve?

We take pride in helping high-net-worth families, corporate executives, businesses and high-profile figures in sports and entertainment, grow and protect their wealth while helping them with legacy planning for future generations.

What is the Family CFO Methodology™?

At the core of our practice lies our proprietary process, The Family CFO Methodology. This process is the culmination of years of work, meticulously developed and refined to be a client-focused framework that addresses the multifaceted challenges of wealth creation, legacy building, and risk mitigation. A key benefit of our process is the ability to offer guidance on what matters most to you: your family, occupation, business, lifestyle, and financial independence. Learn More

FAQ Disclosures

Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Saxe Capital and Mariner Independent Advisor Network, LLC are separate entities.