Focused on your bottom line.

Third Line Financial Planning is an independent financial advisory firm based in Los Angeles.

We offer investment management and financial planning services custom tailored to each client’s unique objectives and specific needs.

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Who We Work With

Our clients range from Millennials to Gen-Xers and include entrepreneurs, professionals, and retirees. We only work with a select few ongoing clients to provide true boutique service.

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What We Offer

•Comprehensive Financial Planning
Our approach to financial planning starts with life planning first and then drills down into the numbers from there. We advise clients on retirement, budgeting, savings, and much more.

•Investment Management
We don’t believe in robots managing money. Our strong view is each client deserves a completely customized portfolio based on their needs and objectives. We build investment portfolios with liquid, tax-efficient ETFs (Exchange Traded Funds).

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Why Work With Us?

We’re a Fee-Only Registered Investment Advisor acting as a fiduciary by always putting your needs first. And we believe personal finance is more personal than it is finance.

Our three core tenets guide us:

•Trust:  The cornerstone of our relationship is built on trust—our word is our bond.
•Teamwork:  We believe financial planning is a two-way street best practiced together.
•Transparency:  There are no hidden fees and we never receive commissions.

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What to Expect

First, we like to get to know clients on a personal level and talk about life planning before we talk numbers. From there, we’ll work together to develop a customized financial plan based on your needs. Over time, we’ll check in to adjust the plan as needed—and we’ll be with you every step of the way.

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Who We Are

Ryan Ortega has over 15 years of experience in financial markets. He began his career as a research analyst and later worked at an institutional investment consultant. His investment expertise ranges from traditional asset allocation, to early-stage venture capital and alternative assets.

He graduated from California State University, Long Beach with a B.S. in Business Administration concentrating in Finance. He also earned the Personal Financial Planning (PFP) designation from UCLA Extension and the Claritas® Certificate given by the CFA® Institute. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

Let’s Talk! Drop us a note here.

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