David Ortiz

Credentials
CFP® (Certified Financial Planner™)
CEPA® (Certified Exit Planning Advisor®)
EA (IRS Enrolled Agent)

David Ortiz leads succession planning, tax strategy, and multi-family office services, bringing an engineer’s discipline and precision to complex financial and business decisions. A former petroleum engineer, David applies a structured, analytical mindset to designing boutique, high-touch planning solutions tailored to the needs of business owners and multigenerational families. His work emphasizes clarity in complexity, aligning tax efficiency, succession outcomes, and long-term purpose under the guiding principle of “grow to give and save to serve.” In addition to his client work, David serves as Founder and President of the Oklahoma Exit Planning Society, is a board member of the Central Oklahoma Financial Planning Association, and is actively involved with the Oklahoma Estate Planning Council and the Oklahoma Municipal Contractors Association.

David is married to his wife, Kailey, and together they are raising their three children, Josie, Tobias, and Millie. He remains actively involved in his church and the Norman community, and these commitments reflect the same long-term, people-centered perspective that informs his professional work and relationships.