Alex Ortega is a Fiduciary Advisor who has a strong passion for uplifting individuals living with diverse abilities and supporting clients who have been through life changing events. His positive work ethic is conveyed through his client and peer interactions and his strong attention to detail.  His administrative approach is client-centric, and he always leads with empathy in mind.

Prior to joining Inspire, Alex worked as a fiduciary professional in the special needs and trust services areas for over eight years with Wells Fargo Bank and NDC Advisors.  In these roles, Alex honed his knowledge of trust distributions and government benefits (including SSI and Medicaid) and worked closely with attorneys in reviewing trust agreements and court orders. He was also able to expand his Spanish fluency by translating between attorneys and clients on a regular basis. Alex holds a Bachelor of Science in Business Administration (emphasis in Marketing) from California State University, Long Beach and has plans to complete the Certified Trust and Fiduciary Advisor Certification program in the near future.  

When Alex is not assisting his clients, he enjoys learning about different cultures by traveling abroad and in the United States, trying new restaurants, and visiting local museums.  He is an avid hiker and can often be found exploring the trails of Southern California.