Valeria Ortega

Client Experience Specialist

About

My family always instilled hard work as an important value growing up. Now as a first-generation college graduate, I recognize the importance of wealth management and planning. Recently, my husband and I have been working towards creating a better financial future. This experience has fueled our passion for growth and learning.

I was drawn to Caprock because of the focus on personalized care for each client. I have always had a natural inclination for providing attentive service. Working with clients and making sure they are being well cared for is what I strive for.

Valeria Ortega, Client Experience Specialist at Caprock

Location

Boise

Education

BBA in Marketing – Boise State University

Interests

Traveling, reading, watching movies, and spending quality time with my family!

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