top of page
Untitled design - 2023-09-30T084134.794.png

Advisor AI Lab

Artificial Intelligence will not take your job or steal your clients. However, Advisors using AI could in the future. S


My name is David Ortiz. I am a CFP® and I market my business as the Financial Chef. One of my passions is helping other Financial Advisors better serve their clients. 

I am excited to share my experiments with Artificial Intelligence with the advisor community on FinancialAdvisor.TV

FinancialAdvisor.TV Segments


I'm always open to connecting with forward thinking advisors! Let's connect.

P: (305) 254-4455



  • LinkedIn
bottom of page