The Cresta Advisors Team

Our Human Capital is an integral part of the firm we are today, and of the firm we are creating for the future. We encourage continuous professional development for all our team members to be better suited to meaningfully communicate with our clients on issues that impact their investment and wealth management decisions.

Cesar A. Ortega

Client Associate

cesar@crestaadvisors.com
 956.267.8130

Cesar is a recent graduate of Texas A&M International University having completed a Bachelor of Business Administration with a concentration in Finance.

Cesar was a founding member of the ALPFA chapter at TAMIU, a business organization that empowers Latinos through education and professional development. Cesar also participated in Harvard WorldMUN, an internationally diverse college-level conference that took place in Montreal, Quebec where he engaged in lively and informed debates pressing international issues.

At Cresta Advisors, Cesar provides client service support, assists in compliance reporting, and supports in investment research.

Cesar will begin a learning path to achieve the Certified Financial Planner (CFP) designation.

In his spare time, Cesar enjoys reading and spending time with his four dogs.