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Gilbert C
Series 66
El Paso, TX
Cortez Wealth Management
Gilbert Cortez is a financial advisor at Cortez Wealth Management in El Paso, TX, with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Cetera Advisors LLC. In addition to his advisory practice, Cortez operates an insurance agency specializing in fixed and traditional insurance products. Cortez Wealth Management serves individual clients, including high-net-worth households, providing portfolio management, pension consulting, financial planning, and estate-planning facilitation. The firm manages discretionary accounts using tailored model allocations and employs a range of investment strategies encompassing mutual funds, ETFs, fixed income, annuities, and alternative instruments.
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