Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Roland O
Series 66
Murrieta, CA
Athena Wealth Management
Roland Ortiz is a financial advisor at Athena Wealth Management in Murrieta, CA, holding a Series 66 designation with eight years of industry experience. He previously worked at Merrill Lynch and Bank of America. Ortiz also operates as an independent insurance agent, providing life, disability, and fixed annuity insurance illustrations for clients. Athena Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses with financial planning, investment consultation, investment management, and life insurance products. The firm’s investment approach emphasizes Modern Portfolio Theory, utilizing low-cost ETFs and index funds, diversified allocations, and fundamental analysis, while supporting clients through periodic portfolio reviews and ongoing consultation.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters