Val Ortega, AIF®, CPFA®

Val joined the team in March 2026, when Legacy Wealth Management transitioned to Modern Wealth Management. She specializes in retirement plans and partners with organizations to design, implement, and provide ongoing support for their retirement plan needs. Val oversees essential due diligence processes, maintains documentation, benchmarks plans for pricing, and negotiates with providers. She also assists with investment menu selection and monitoring, and delivers bilingual employee education. 

Val brings more than 20 years of experience in the employee benefits industry. Fifteen of those years were dedicated to helping organizations optimize their retirement plans across various recordkeeping platforms. Recognizing a growing need for specialized retirement plan expertise, she later became an independent consultant—an experience that enabled her to broaden her impact and share her knowledge more widely. 

Val earned her bachelor’s degree in Business Administration and her master’s degree in International Business from Florida International University. She holds the AIF® and CPFA® designations and is currently pursuing her CFP® certification. In addition, she maintains several industry licenses, including Life, Health, and Variable Annuity (215), as well as Series 6, Series 63, and Series 65. She previously held her Series 6 license with LPL Financial and her Series 63 and Series 65 licenses with LWM Advisory Services. 

Outside of work, Val enjoys spending time with her husband and three sons. She loves to travel and has visited more than 50 countries. She is also actively involved in supporting and volunteering with local nonprofit organizations throughout South Florida.