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First Command Financial Advisor
Barbara Ortiz

Tel: 210-735-0653
6243 W Interstate 10
Suite 250
San Antonio, Texas  78201
First Command Financial Advisor -  Barbara Ortiz | Financial Advisor in San Antonio,Texas

About First Command Financial Advisor - Barbara Ortiz

Barbara Ortiz joined First Command Financial Services as a Financial Advisor in November 2019, following a 20-year career in the United States Navy, where she attained the rank of Commander. Barbara understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Barbara has a Bachelors degree in Psychology from Georgetown University and a Masters degree in Organizational Leadership from National University and certified Lean Six Sigma Green Belt. She holds Series 7 and 66 securities licenses plus life and health insurance licenses in Texas. Understanding that the biggest obstacle to financial security for most people is their own behavior, Barbara serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her to advise clients on how to navigate the Blended Re


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