Felix Serrano, JD, CFP®, AIF®

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Felix has more than 15 years of experience in the financial services industry. Prior to co-founding Guidelight Financial, Felix worked as a Wealth Manager at Merrill Lynch in New York.

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 Fortune 500 plan sponsors.

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.

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Steven Ortega, AIF®

Image of Steven Ortega of Guidelight Financial

Steve has over twenty five years of financial services industry experience in management and client facing roles. Prior to co-founding 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. A long time Westport, CT resident, he now lives in Milford, CT. Steve has also served in many volunteer roles through his involvement in amateur baseball and high school sports in Westport.

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