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Amber K. Ortiz

CFP®
Senior Vice President, Team Lead
(805) 981-2779
1205 Coast Village Rd.,
Montecito, CA 93108

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Amber Ortiz is a senior vice president and team lead for City National Bank’s Private Banking team, located in Montecito, CA. She advises high-net-worth individuals, families, foundations and endowments on wealth and estate strategies including investment management, customized credit facilities, and tax strategy. She works with her team to address each client’s needs with customized solutions.

Ms. Ortiz has more than 18 years of experience in the financial services industry. Before joining City National, she was a private client adviser at Union Bank/Santa Barbara Bank & Trust. Prior to that, she worked at Bank of America and Washington Mutual.

Ms. Ortiz earned a bachelor’s degree from the University of California, Santa Barbara. She is a Certified Financial Planner™ and a registered and licensed securities representative, and holds California life and health insurance licenses. Ms. Ortiz is involved in United Way, Girls Incorporated of Greater Santa Barbara and UC Santa Barbara.

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Brokerage services are provided by City National Securities, Inc., member FINRA / SIPC, a wholly owned broker/dealer subsidiary of City National Bank.