I didn’t always envision a career in wealth management. After earning my degree from the University of Arizona, I spent several years as an Integration & Test engineer in the Defense industry—an experience that sharpened my analytical thinking and problem-solving skills. However, the sudden loss of my father in 2017 reshaped my perspective. Experiencing the real-life impact of financial uncertainty for our family sparked a passion to learn everything I could about personal finance and ultimately led me to pursue this profession full-time.
Today, I bring a data-driven and objective approach to financial planning, grounded in my commitment to act solely in my clients’ best interests. As a fiduciary, I believe transparency is non-negotiable—especially in an industry where commission-based and proprietary products can create hidden conflicts. My mission is to provide straightforward guidance, educate clients on their options, and deliver solutions that align with their goals, values, and long-term vision.
At The Strategic Wealth Group at Meridian Wealth Management, LLC, I’m proud to be part of a team that shares the same client-first philosophy. We seek to go beyond managing investments—we build long-term relationships, simplify complexity, and offer proactive planning across every stage of life.
When I’m not working with clients, you’ll likely find me exploring new places and cuisines around the world with my wife, golfing with friends and colleagues, or giving back to the Tucson community. I’m an active member of El Rio Vecinos and help organize our annual “Block Party,” which raises funds for El Rio Health programs supporting local families. As a proud University of Arizona alum, I’m an avid Wildcats basketball fan—my dream is to one day watch them play live at the Final Four.
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated
By Chase Gelardi, CFP® In my experience, a long career at a publicly traded company can often evolve in ways employees don’t fully anticipate. Everyone’s path is different, but one pattern
By Sergio Ortiz Recently, my wife and I went out to dinner with a group of friends. She’s a nurse practitioner, and before long the conversation turned to the practice
By Chase Gelardi, CFP® Intel has been one of the largest employers in the Phoenix area for decades, after establishing a long-term presence here in the 1970s. For many employees,
