Meet David Ortiz, a classically trained chef, seasoned financial advisor, AI expert, and the founder and CEO of Advisor AI Partners. As a Certified Financial Planner (CFP), David combines his passion for technology with culinary flair through his alter ego, the Financial Chef. With certifications from the Wharton School of Business and The Culinary Institute of America, he brings a unique flavor to financial planning.

David's mission to revolutionize the financial advisory world is supported by his sidekick, Garbanzo, the charismatic Chief Barketing Officer. Garbanzo adds a paws-itive touch to the office, ensuring every client interaction is joyful and fun. Together, they redefine what it means to be a financial advisory firm.

At Advisor AI Partners, David uses AI to streamline practices, enhance client engagement, and drive growth for financial advisors. His expertise is featured on various platforms, making complex financial concepts as accessible as a perfectly baked biscotti.