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Amber Ortiz

CFP®
Private Banker, Team Lead
(805) 981-2779
1205 Coast Village Rd.,
Montecito, CA 93108

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Amber Ortiz is a Team Lead Private Banker with City National Bank’s Private Banking team. She advises high-net-worth individuals and families, foundations and professional services firms on integrated wealth management strategies, including comprehensive investment management, customized credit facilities and private banking solutions.

Amber has more than 14 years of experience in the financial services industry. Before joining City National, she assisted individuals, families and foundations as a private client advisor at Union Bank/Santa Barbara Bank & Trust. Prior to that, she worked at Bank of America and Washington Mutual.

Amber earned a bachelor’s degree from UC Santa Barbara (UCSB). She is a Certified Financial Planner (CFP®) and a registered and licensed securities representative, and she holds California Life and Health Insurance licenses. Ms. Ortiz is deeply involved in her local community, including United Way, Domestic Violence Solutions, Alpha Resource Center, 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.