Hi, We’re Third Line Financial Planning

A modern advisory firm, focused on your bottom line.

We’re here to help simplify your finances, so you can go out and live your best life.

Who We Work With

All of our clients have one thing in common: they are or were entrepreneurs.

•Small Business Owners seeking to grow your business, optimize tax savings, and invest for your future.
•Independent Freelancers wanting to increase earnings, fund retirement accounts, and manage cash flow.
•Financially Independent Professionals looking to take a sabbatical or start your own business.

What We Offer

•Comprehensive Financial Planning geared to specific to your specific situation. Our approach starts with Life Planning first, and then drill down into the numbers from there.

•Investment Management using a customized portfolio of ETFs (Exchange Traded Funds).

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. We’re guided by our three core tenets:

•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 and best practiced together.
•Transparency:  There are no hidden fees and we never receive commissions.

Experts in our field
Go ahead and google us…

Check out some of our content

We believe education is one of the keys to success. Check out interesting takes on current events from our email newsletter, thought-provoking interviews on our podcast, and e-Books on important topics.

Ryan Ortega

Who We Are

Ryan has over 15 years of experience in financial markets. He began his career at a small family office and later worked at a large institutional investment consultant. His investment expertise ranges from traditional asset allocation, to early-stage venture, and alternative assets.

He graduated from California State University, Long Beach with a B.S. in Business Administration, with a concentration in Finance. He also earned the Personal Financial Planning (PFP) designation from UCLA and the Claritas® Certificate given by the CFA® Institute.

We’re based in Los Angeles, but serve clients virtually all across the country

Schedule a Call or Send Us an E-Mail

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