Felix R. Serrano, JD, CFP®, AIF®
Felix brings to Guidelight Financial over a decade of experience in the financial services industry. Prior to Guidelight Financial, Felix worked as a Wealth Manager at Merrill Lynch in New York City.
Felix has a wealth of knowledge, having earned the highly coveted Certified Financial Planner (CFP®) designation, the Accredited Investment Fiduciary® (AIF®) designation as well as a Juris Doctor degree from Quinnipiac University School of Law. With specializations in liability management, asset protection and investments, these advanced degrees enhance the intelligent, comprehensive advice Felix provides his clients. Felix has been a trusted advisor to high net-worth families, business owners and plan sponsors of Fortune 500 companies.
Felix currently serves as Chairman of the Norwalk Redevelopment Agency, which seeks to improve the physical, economic and social environment of the community. Felix has served as Vice President of the Board of the Puerto Rican Family Foundation and was a Merrill Lynch liaison to the Hispanic National Bar Association. Felix was born and raised in Norwalk, CT, where he resides with his wife and son.
Steve Ortega, AIF®
Steve has over twenty five years of financial services industry experience in management and client facing roles. Prior to Guidelight Financial, Steve was a Financial Advisor and Vice President at Bank of America in Greenwich, CT.
Steve has earned the Accredited Investment Fiduciary® (AIF®) designation. It is the industry's first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility and communicates a commitment to standards of investment fiduciary excellence. Steve specializes financial planning and asset management for high net-worth families and business owners. Steve has always been considered a key partner to those who entrust him with their financial health.
Steve was born and raised in New York City, and has lived and worked in Connecticut since 1991. He now resides in Milford, CT. In addition to serving a largely local client base, Steve also has diverse relationships in Fairfield County through his involvement in local amateur baseball.