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Marc E. Ortega
Marc Ortega and Anthony Williams, founders of Mosaic Financial Associates, have decades of experience helping individuals plan, grow, protect, and distribute their net worth with an emphasis on tax...view moreMarc Ortega and Anthony Williams, founders of Mosaic Financial Associates, have decades of experience helping individuals plan, grow, protect, and distribute their net worth with an emphasis on tax planning and asset protection. Their partnership was formed almost sixteen years ago, and their team approach provides a comprehensive strategy for doctors and their families who want to achieve their financial goals.view less
Books by Marc E. Ortega
Optimal Financial Health: The Doctor’S Essential Wealth Management and Preservation Handbook