EJ Cortez, CFP^®

Designations and Licenses

EJ is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

EJ provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, EJ was a financial advisor with Wealth Enhancement Group, providing financial advice and building long-lasting relationships. Before that, she was a wealth manager with Northwest Investment Counselors and an advisor with Advanced Wealth Management.

EJ has a bachelor’s degree in business management from Pacific University.

Personal Interests

Away from the office, EJ enjoys traveling to the coast and is a fan of the Oregon Ducks. She is also a former member of Rotary.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.